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Blueprint Investment Partners’s Sun Communities SUI Stock Holding History

Blueprint Investment Partners’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
-665
Closed -$117K – 213
2022
Q1 		$117K Sell
665
-373
-36% -$69.3K 0.03% 196
2021
Q4 		$218K Buy
1,038
+314
+43% +$61.8K 0.05% 181
2021
Q3 		$134K Buy
+724
New +$140K 0.07% 163

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Blueprint Investment Partners's SUI Position: Q2 2022 in Review

Blueprint Investment Partners sold out of Sun Communities (SUI) in Q2 2022, closing a stake of 665 shares — an estimated $117K sold.

Blueprint Investment Partners first reported a position in SUI in Q3 2021 and held it in 3 quarters. The position peaked at $218K in Q4 2021. 502 funds tracked by Wall St. Rank hold SUI as of Q2 2022.

  • Blueprint Investment Partners reported no remaining Sun Communities position as of Q2 2022 after selling out during the quarter.
  • Blueprint Investment Partners sold 665 Sun Communities shares in Q2 2022, an estimated $117K.
  • Blueprint Investment Partners first reported a position in Sun Communities in Q3 2021 and held it in 3 quarters.
  • Blueprint Investment Partners's Sun Communities position peaked at $218K in Q4 2021.
  • 502 funds tracked by Wall St. Rank held Sun Communities as of Q2 2022.

Based on Blueprint Investment Partners's 13F filing for Q2 2022, filed 9 Aug 2022.