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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 $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM