AG
SUI icon

AlphaSimPlex Group’s Sun Communities SUI Stock Holding History

AlphaSimPlex Group’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
Q3 		– Sell
-1,652
Closed -$224K – 318
2020
Q2 		$224K Buy
+1,652
New +$219K 0.17% 246
2020
Q1 		– Sell
-2,822
Closed -$424K – 223
2019
Q4 		$424K Sell
2,822
-197
-7% -$30.7K 0.16% 205
2019
Q3 		$448K Sell
3,019
-1,555
-34% -$220K 0.17% 194
2019
Q2 		$586K Buy
4,574
+1,167
+34% +$145K 0.18% 182
2019
Q1 		$404K Buy
+3,407
New +$379K 0.14% 175

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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AlphaSimPlex Group's SUI Position: Q3 2020 in Review

AlphaSimPlex Group sold out of Sun Communities (SUI) in Q3 2020, closing a stake of 1,652 shares — an estimated $224K sold.

AlphaSimPlex Group first reported a position in SUI in Q1 2019 and held it in 5 quarters. The position peaked at $586K in Q2 2019. 433 funds tracked by Wall St. Rank hold SUI as of Q3 2020.

  • AlphaSimPlex Group reported no remaining Sun Communities position as of Q3 2020 after selling out during the quarter.
  • AlphaSimPlex Group sold 1,652 Sun Communities shares in Q3 2020, an estimated $224K.
  • AlphaSimPlex Group first reported a position in Sun Communities in Q1 2019 and held it in 5 quarters.
  • AlphaSimPlex Group's Sun Communities position peaked at $586K in Q2 2019.
  • 433 funds tracked by Wall St. Rank held Sun Communities as of Q3 2020.

Based on AlphaSimPlex Group's 13F filing for Q3 2020, filed 13 Nov 2020.