Artemis Investment Management’s Sun Communities SUI Stock Holding History

Artemis Investment Management’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
2018 Q1	–	Sell	-52,951	Closed	-$4.91M	–	245
2017 Q4	$4.91M	Hold	52,951	–	–	0.08%	178
2017 Q3	$4.54M	Buy	52,951 +17,904	+51%	+$1.58M	0.09%	173
2017 Q2	$3.07M	Hold	35,047	–	–	0.07%	182
2017 Q1	$2.81M	Buy	35,047 +17,515	+100%	+$1.4M	0.08%	160
2016 Q4	$1.34M	Sell	17,532 -16,591	-49%	-$1.24M	0.04%	194
2016 Q3	$2.68M	Buy	34,123 +7,584	+29%	+$588K	0.07%	159
2016 Q2	$2.03M	Buy	+26,539	New	+$1.87M	0.06%	177

Other funds holding SUI

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artemis Investment Management's SUI Position: Q1 2018 in Review

Artemis Investment Management sold out of Sun Communities (SUI) in Q1 2018, closing a stake of 52,951 shares — an estimated $4.91M sold.

Artemis Investment Management first reported a position in SUI in Q2 2016 and held it in 7 quarters. The position peaked at $4.91M in Q4 2017. 305 funds tracked by Wall St. Rank hold SUI as of Q1 2018.

Artemis Investment Management reported no remaining Sun Communities position as of Q1 2018 after selling out during the quarter.
Artemis Investment Management sold 52,951 Sun Communities shares in Q1 2018, an estimated $4.91M.
Artemis Investment Management first reported a position in Sun Communities in Q2 2016 and held it in 7 quarters.
Artemis Investment Management's Sun Communities position peaked at $4.91M in Q4 2017.
305 funds tracked by Wall St. Rank held Sun Communities as of Q1 2018.

Based on Artemis Investment Management's 13F filing for Q1 2018, filed 10 May 2018.