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American Portfolios Advisors’s Sun Communities SUI Stock Holding History

American Portfolios Advisors’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 		$303K Sell
2,242
-65
-3% -$10.3K 0.01% 849
2022
Q2 		$368K Sell
2,307
-126
-5% -$21.1K 0.02% 794
2022
Q1 		$426K Buy
2,433
+437
+22% +$81.2K 0.01% 810
2021
Q4 		$419K Buy
1,996
+40
+2% +$7.88K 0.01% 823
2021
Q3 		$362K Buy
1,956
+33
+2% +$6.37K 0.01% 857
2021
Q2 		$330K Sell
1,923
-135
-7% -$22.4K 0.01% 911
2021
Q1 		$309K Sell
2,058
-63
-3% -$9.3K 0.01% 855
2020
Q4 		$322K Sell
2,121
-150
-7% -$21.7K 0.02% 703
2020
Q3 		$319K Sell
2,271
-37
-2% -$5.31K 0.02% 633
2020
Q2 		$313K Sell
2,308
-1,779
-44% -$236K 0.02% 587
2020
Q1 		$510K Sell
4,087
-22
-0.5% -$3.32K 0.04% 365
2019
Q4 		$617K Sell
4,109
-4,664
-53% -$726K 0.04% 371
2019
Q3 		$1.3M Buy
8,773
+6,914
+372% +$976K 0.11% 198
2019
Q2 		$238K Buy
1,859
+635
+52% +$78.8K 0.02% 638
2019
Q1 		$145K Buy
+1,224
New +$136K 0.01% 740

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 $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $733B AUM 35.63% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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

American Portfolios Advisors's SUI Position: Q3 2022 in Review

American Portfolios Advisors reduced its Sun Communities (SUI) stake by 2.8% in Q3 2022, selling an estimated $10.3K and leaving 2,242 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #849.

American Portfolios Advisors first reported a position in SUI in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.3M in Q3 2019. 509 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

  • American Portfolios Advisors held 2,242 shares of Sun Communities worth $303K as of Q3 2022.
  • American Portfolios Advisors sold 65 Sun Communities shares in Q3 2022, an estimated $10.3K.
  • Sun Communities made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #849 holding.
  • American Portfolios Advisors first reported a position in Sun Communities in Q1 2019 and has held it in 15 quarters since.
  • American Portfolios Advisors's Sun Communities position peaked at $1.3M in Q3 2019.
  • 509 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.