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American Investment Services’s Sun Communities SUI Stock Holding History

American Investment Services’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
2022
Q3 		– Sell
-1,321
Closed -$211K – 124
2022
Q2 		$211K Hold
1,321
– – 0.05% 115
2022
Q1 		$232K Hold
1,321
– – 0.05% 109
2021
Q4 		$277K Hold
1,321
– – 0.06% 106
2021
Q3 		$245K Hold
1,321
– – 0.06% 111
2021
Q2 		$226K Sell
1,321
-245
-16% -$40.6K 0.05% 112
2021
Q1 		$235K Sell
1,566
-274
-15% -$40.5K 0.06% 107
2020
Q4 		$280K Hold
1,840
– – 0.09% 118
2020
Q3 		$259K Hold
1,840
– – 0.09% 126
2020
Q2 		$250K Buy
+1,840
New +$244K 0.09% 122

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

American Investment Services's SUI Position: Q3 2022 in Review

American Investment Services sold out of Sun Communities (SUI) in Q3 2022, closing a stake of 1,321 shares — an estimated $211K sold.

American Investment Services first reported a position in SUI in Q2 2020 and held it in 9 quarters. The position peaked at $280K in Q4 2020. 509 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

  • American Investment Services reported no remaining Sun Communities position as of Q3 2022 after selling out during the quarter.
  • American Investment Services sold 1,321 Sun Communities shares in Q3 2022, an estimated $211K.
  • American Investment Services first reported a position in Sun Communities in Q2 2020 and held it in 9 quarters.
  • American Investment Services's Sun Communities position peaked at $280K in Q4 2020.
  • 509 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on American Investment Services's 13F filing for Q3 2022, filed 9 Nov 2022.