Beacon Pointe Advisors’s Sun Communities SUI Stock Holding History

Beacon Pointe 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 Q2	–	Sell	-6,788	Closed	-$1.19M	–	1207
2022 Q1	$1.19M	Buy	6,788 +5,818	+600%	+$1.08M	0.02%	572
2021 Q4	$204K	Buy	+970	New	+$191K	0.01%	872

Other funds holding SUI

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Beacon Pointe Advisors's SUI Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of Sun Communities (SUI) in Q2 2022, closing a stake of 6,788 shares — an estimated $1.19M sold.

Beacon Pointe Advisors first reported a position in SUI in Q4 2021 and held it in 2 quarters. The position peaked at $1.19M in Q1 2022. 502 funds tracked by Wall St. Rank hold SUI as of Q2 2022.

Beacon Pointe Advisors reported no remaining Sun Communities position as of Q2 2022 after selling out during the quarter.
Beacon Pointe Advisors sold 6,788 Sun Communities shares in Q2 2022, an estimated $1.19M.
Beacon Pointe Advisors first reported a position in Sun Communities in Q4 2021 and held it in 2 quarters.
Beacon Pointe Advisors's Sun Communities position peaked at $1.19M in Q1 2022.
502 funds tracked by Wall St. Rank held Sun Communities as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.