Boston Partners’s Sun Communities SUI Stock Holding History

Boston 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
2018 Q3	–	Sell	-21,000	Closed	-$2.06M	–	773
2018 Q2	$2.06M	Buy	+21,000	New	+$1.97M	﹤0.01%	651

Other funds holding SUI

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

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

Boston Partners's SUI Position: Q3 2018 in Review

Boston Partners sold out of Sun Communities (SUI) in Q3 2018, closing a stake of 21,000 shares — an estimated $2.06M sold.

Boston Partners first reported a position in SUI in Q2 2018 and held it in 1 quarter. The position peaked at $2.06M in Q2 2018. 337 funds tracked by Wall St. Rank hold SUI as of Q3 2018.

Boston Partners reported no remaining Sun Communities position as of Q3 2018 after selling out during the quarter.
Boston Partners sold 21,000 Sun Communities shares in Q3 2018, an estimated $2.06M.
Boston Partners first reported a position in Sun Communities in Q2 2018 and held it in 1 quarter.
Boston Partners's Sun Communities position peaked at $2.06M in Q2 2018.
337 funds tracked by Wall St. Rank held Sun Communities as of Q3 2018.

Based on Boston Partners's 13F filing for Q3 2018, filed 14 Nov 2018.