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SUI icon

Barings’s Sun Communities SUI Stock Holding History

Barings’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
Q1 		– Sell
-7,401
Closed -$1.1M – 621
2019
Q4 		$1.1M Sell
7,401
-159,735
-96% -$24.9M 0.03% 352
2019
Q3 		$24.8M Buy
+167,136
New +$23.6M 0.56% 42
2019
Q1 		– Sell
-294,943
Closed -$30M – 753
2018
Q4 		$30M Sell
294,943
-163,354
-36% -$16.6M 0.53% 32
2018
Q3 		$46.5M Sell
458,297
-78,860
-15% -$7.87M 0.66% 26
2018
Q2 		$52.6M Sell
537,157
-10,590
-2% -$996K 0.75% 18
2018
Q1 		$50M Buy
+547,747
New +$48.3M 0.72% 20

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Barings's SUI Position: Q1 2020 in Review

Barings sold out of Sun Communities (SUI) in Q1 2020, closing a stake of 7,401 shares — an estimated $1.1M sold.

Barings first reported a position in SUI in Q1 2018 and held it in 6 quarters. The position peaked at $52.6M in Q2 2018. 432 funds tracked by Wall St. Rank hold SUI as of Q1 2020.

  • Barings reported no remaining Sun Communities position as of Q1 2020 after selling out during the quarter.
  • Barings sold 7,401 Sun Communities shares in Q1 2020, an estimated $1.1M.
  • Barings first reported a position in Sun Communities in Q1 2018 and held it in 6 quarters.
  • Barings's Sun Communities position peaked at $52.6M in Q2 2018.
  • 432 funds tracked by Wall St. Rank held Sun Communities as of Q1 2020.

Based on Barings's 13F filing for Q1 2020, filed 15 May 2020.