BNC Wealth Management’s Sun Communities SUI Stock Holding History

BNC Wealth 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
2020 Q4	–	Sell	-70	Closed	-$10K	–	412
2020 Q3	$10K	Buy	+70	New	+$10K	0.01%	303

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

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

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

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

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

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

BNC Wealth Management's SUI Position: Q4 2020 in Review

BNC Wealth Management sold out of Sun Communities (SUI) in Q4 2020, closing a stake of 70 shares — an estimated $10K sold.

BNC Wealth Management first reported a position in SUI in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 447 funds tracked by Wall St. Rank hold SUI as of Q4 2020.

BNC Wealth Management reported no remaining Sun Communities position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 70 Sun Communities shares in Q4 2020, an estimated $10K.
BNC Wealth Management first reported a position in Sun Communities in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Sun Communities position peaked at $10K in Q3 2020.
447 funds tracked by Wall St. Rank held Sun Communities as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.