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Altshuler Shaham’s Sun Communities SUI Stock Holding History

Altshuler Shaham’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
-51
Closed -$8K – 601
2019
Q4 		$8K Sell
51
-1,388
-96% -$216K ﹤0.01% 361
2019
Q3 		$214K Buy
1,439
+719
+100% +$102K 0.01% 139
2019
Q2 		$93K Buy
720
+349
+94% +$43.3K ﹤0.01% 149
2019
Q1 		$44K Buy
371
+114
+44% +$12.7K ﹤0.01% 152
2018
Q4 		$26K Buy
257
+10
+4% +$1.02K ﹤0.01% 159
2018
Q3 		$25K Buy
247
+209
+550% +$20.9K ﹤0.01% 148
2018
Q2 		$4K Buy
+38
New +$3.57K ﹤0.01% 199

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

Altshuler Shaham's SUI Position: Q1 2020 in Review

Altshuler Shaham sold out of Sun Communities (SUI) in Q1 2020, closing a stake of 51 shares — an estimated $8K sold.

Altshuler Shaham first reported a position in SUI in Q2 2018 and held it in 7 quarters. The position peaked at $214K in Q3 2019. 431 funds tracked by Wall St. Rank hold SUI as of Q1 2020.

  • Altshuler Shaham reported no remaining Sun Communities position as of Q1 2020 after selling out during the quarter.
  • Altshuler Shaham sold 51 Sun Communities shares in Q1 2020, an estimated $8K.
  • Altshuler Shaham first reported a position in Sun Communities in Q2 2018 and held it in 7 quarters.
  • Altshuler Shaham's Sun Communities position peaked at $214K in Q3 2019.
  • 431 funds tracked by Wall St. Rank held Sun Communities as of Q1 2020.

Based on Altshuler Shaham's 13F filing for Q1 2020, filed 12 May 2020.