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Aperio Group’s Sun Communities SUI Stock Holding History

Aperio 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
2020
Q4 		$10.2M Buy
67,007
+128
+0.2% +$18.5K 0.03% 549
2020
Q3 		$9.4M Sell
66,879
-216
-0.3% -$31K 0.03% 499
2020
Q2 		$9.1M Sell
67,095
-16,292
-20% -$2.16M 0.03% 491
2020
Q1 		$10.4M Sell
83,387
-3,116
-4% -$471K 0.05% 393
2019
Q4 		$13M Buy
86,503
+11,107
+15% +$1.73M 0.05% 422
2019
Q3 		$11.2M Buy
75,396
+9,638
+15% +$1.36M 0.04% 440
2019
Q2 		$8.43M Buy
65,758
+2,677
+4% +$332K 0.03% 527
2019
Q1 		$7.48M Sell
63,081
-370
-0.6% -$41.1K 0.03% 551
2018
Q4 		$6.45M Buy
63,451
+3,338
+6% +$340K 0.03% 547
2018
Q3 		$6.1M Buy
60,113
+8,980
+18% +$897K 0.03% 607
2018
Q2 		$5M Sell
51,133
-212
-0.4% -$19.9K 0.02% 666
2018
Q1 		$4.69M Buy
51,345
+5,543
+12% +$489K 0.02% 681
2017
Q4 		$4.25M Buy
45,802
+10,240
+29% +$939K 0.02% 693
2017
Q3 		$3.05M Buy
35,562
+3,937
+12% +$348K 0.02% 784
2017
Q2 		$2.77M Buy
31,625
+10,243
+48% +$878K 0.02% 782
2017
Q1 		$1.72M Buy
21,382
+12,657
+145% +$1.01M 0.01% 921
2016
Q4 		$668K Buy
8,725
+1,708
+24% +$128K 0.01% 1343
2016
Q3 		$551K Buy
7,017
+863
+14% +$66.9K ﹤0.01% 1391
2016
Q2 		$472K Buy
6,154
+42
+0.7% +$2.96K ﹤0.01% 1420
2016
Q1 		$438K Sell
6,112
-104
-2% -$7.01K ﹤0.01% 1434
2015
Q4 		$426K Sell
6,216
-352
-5% -$23.7K ﹤0.01% 1423
2015
Q3 		$445K Buy
6,568
+558
+9% +$37.2K ﹤0.01% 1367
2015
Q2 		$372K Buy
6,010
+780
+15% +$49.4K ﹤0.01% 1493
2015
Q1 		$349K Buy
5,230
+33
+0.6% +$2.22K ﹤0.01% 1473
2014
Q4 		$314K Buy
5,197
+49
+1% +$2.79K ﹤0.01% 1476
2014
Q3 		$260K Buy
5,148
+942
+22% +$49.4K ﹤0.01% 1474
2014
Q2 		$210K Buy
+4,206
New +$198K ﹤0.01% 1593

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Aperio Group's SUI Position: Q4 2020 in Review

Aperio Group increased its Sun Communities (SUI) stake by 0.19% in Q4 2020, buying an estimated $18.5K and bringing the position to 67,007 shares worth $10.2M. The position accounts for 0.03% of the portfolio, ranked #549.

Aperio Group first reported a position in SUI in Q2 2014 and has held it in 27 quarters since. The position peaked at $13M in Q4 2019. 447 funds tracked by Wall St. Rank hold SUI as of Q4 2020.

  • Aperio Group held 67,007 shares of Sun Communities worth $10.2M as of Q4 2020.
  • Aperio Group bought 128 Sun Communities shares in Q4 2020, an estimated $18.5K.
  • Sun Communities made up 0.03% of Aperio Group's portfolio in Q4 2020, its #549 holding.
  • Aperio Group first reported a position in Sun Communities in Q2 2014 and has held it in 27 quarters since.
  • Aperio Group's Sun Communities position peaked at $13M in Q4 2019.
  • 447 funds tracked by Wall St. Rank held Sun Communities as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.