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C.M. Bidwell & Associates’s Sun Communities SUI Stock Holding History

C.M. Bidwell & Associates’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
-684
Closed -$96K – 541
2020
Q3 		$96K Sell
684
-308
-31% -$44.2K 0.09% 217
2020
Q2 		$135K Buy
+992
New +$132K 0.12% 171
2019
Q4 		– Sell
-1,565
Closed -$232K – 456
2019
Q3 		$232K Sell
1,565
-2,325
-60% -$328K 0.23% 109
2019
Q2 		$499K Buy
+3,890
New +$483K 0.5% 53

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

C.M. Bidwell & Associates's SUI Position: Q4 2020 in Review

C.M. Bidwell & Associates sold out of Sun Communities (SUI) in Q4 2020, closing a stake of 684 shares — an estimated $96K sold.

C.M. Bidwell & Associates first reported a position in SUI in Q2 2019 and held it in 4 quarters. The position peaked at $499K in Q2 2019. 447 funds tracked by Wall St. Rank hold SUI as of Q4 2020.

  • C.M. Bidwell & Associates reported no remaining Sun Communities position as of Q4 2020 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 684 Sun Communities shares in Q4 2020, an estimated $96K.
  • C.M. Bidwell & Associates first reported a position in Sun Communities in Q2 2019 and held it in 4 quarters.
  • C.M. Bidwell & Associates's Sun Communities position peaked at $499K in Q2 2019.
  • 447 funds tracked by Wall St. Rank held Sun Communities as of Q4 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.