Altus Wealth Group’s Sun Communities SUI Stock Holding History

Altus Wealth 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
2021 Q1	–	Sell	-117	Closed	-$18K	–	698
2020 Q4	$18K	Buy	+117	New	+$16.9K	0.02%	397

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Altus Wealth Group's SUI Position: Q1 2021 in Review

Altus Wealth Group sold out of Sun Communities (SUI) in Q1 2021, closing a stake of 117 shares — an estimated $18K sold.

Altus Wealth Group first reported a position in SUI in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 459 funds tracked by Wall St. Rank hold SUI as of Q1 2021.

Altus Wealth Group reported no remaining Sun Communities position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 117 Sun Communities shares in Q1 2021, an estimated $18K.
Altus Wealth Group first reported a position in Sun Communities in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Sun Communities position peaked at $18K in Q4 2020.
459 funds tracked by Wall St. Rank held Sun Communities as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.