ACM
SUI icon

Allred Capital Management’s Sun Communities SUI Stock Holding History

Allred Capital Management’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-75
Closed -$11.3K – 639
2019
Q4 		$11.3K Buy
+75
New +$11.7K 0.01% 571

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Allred Capital Management's SUI Position: Q1 2020 in Review

Allred Capital Management sold out of Sun Communities (SUI) in Q1 2020, closing a stake of 75 shares — an estimated $11.3K sold.

Allred Capital Management first reported a position in SUI in Q4 2019 and held it in 1 quarter. The position peaked at $11.3K in Q4 2019. 431 funds tracked by Wall St. Rank hold SUI as of Q1 2020.

  • Allred Capital Management reported no remaining Sun Communities position as of Q1 2020 after selling out during the quarter.
  • Allred Capital Management sold 75 Sun Communities shares in Q1 2020, an estimated $11.3K.
  • Allred Capital Management first reported a position in Sun Communities in Q4 2019 and held it in 1 quarter.
  • Allred Capital Management's Sun Communities position peaked at $11.3K in Q4 2019.
  • 431 funds tracked by Wall St. Rank held Sun Communities as of Q1 2020.

Based on Allred Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.