Berman Capital Advisors’s Sun Communities SUI Stock Holding History

Berman Capital 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
2021 Q3	$39K	Buy	214 +71	+50%	+$13.7K	0.01%	775
2021 Q2	$24K	Buy	143 +1	+0.7%	+$166	﹤0.01%	844
2021 Q1	$21K	Buy	142 +36	+34%	+$5.32K	﹤0.01%	781
2020 Q4	$16K	Buy	106 +6	+6%	+$868	﹤0.01%	748
2020 Q3	$14K	Buy	100 +12	+14%	+$1.72K	﹤0.01%	697
2020 Q2	$12K	Buy	88 +42	+91%	+$5.58K	﹤0.01%	699
2020 Q1	$5K	Sell	46 -1	-2%	-$151	﹤0.01%	904
2019 Q4	$6K	Buy	47 +1	+2%	+$156	﹤0.01%	935
2019 Q3	$6K	Hold	46	–	–	﹤0.01%	907
2019 Q2	$5K	Hold	46	–	–	﹤0.01%	976
2019 Q1	$5K	Buy	46 +31	+207%	+$3.45K	﹤0.01%	877
2018 Q4	$1K	Buy	+15	New	+$1.53K	﹤0.01%	1063

Other funds holding SUI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Berman Capital Advisors's SUI Position: Q3 2021 in Review

Berman Capital Advisors increased its Sun Communities (SUI) stake by 50% in Q3 2021, buying an estimated $13.7K and bringing the position to 214 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #775.

Berman Capital Advisors first reported a position in SUI in Q4 2018 and has held it in 12 quarters since. 489 funds tracked by Wall St. Rank hold SUI as of Q3 2021.

Berman Capital Advisors held 214 shares of Sun Communities worth $39K as of Q3 2021.
Berman Capital Advisors bought 71 Sun Communities shares in Q3 2021, an estimated $13.7K.
Sun Communities made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #775 holding.
Berman Capital Advisors first reported a position in Sun Communities in Q4 2018 and has held it in 12 quarters since.
489 funds tracked by Wall St. Rank held Sun Communities as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.