AIM
SUI icon

Axiom Investment Management’s Sun Communities SUI Stock Holding History

Axiom 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
2019
Q3 		– Sell
-8,690
Closed -$1.12M – 388
2019
Q2 		$1.12M Sell
8,690
-1
-0% -$124 0.2% 120
2019
Q1 		$1.03M Buy
8,691
+387
+5% +$43K 0.2% 124
2018
Q4 		$845K Buy
+8,304
New +$846K 0.18% 131

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Axiom Investment Management's SUI Position: Q3 2019 in Review

Axiom Investment Management sold out of Sun Communities (SUI) in Q3 2019, closing a stake of 8,690 shares — an estimated $1.12M sold.

Axiom Investment Management first reported a position in SUI in Q4 2018 and held it in 3 quarters. The position peaked at $1.12M in Q2 2019. 402 funds tracked by Wall St. Rank hold SUI as of Q3 2019.

  • Axiom Investment Management reported no remaining Sun Communities position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 8,690 Sun Communities shares in Q3 2019, an estimated $1.12M.
  • Axiom Investment Management first reported a position in Sun Communities in Q4 2018 and held it in 3 quarters.
  • Axiom Investment Management's Sun Communities position peaked at $1.12M in Q2 2019.
  • 402 funds tracked by Wall St. Rank held Sun Communities as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.