Capital Fund Management (CFM)’s Sun Communities SUI Stock Holding History

Capital Fund Management (CFM)’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 Q1	–	Sell	-3,603	Closed	-$541K	–	1999
2019 Q4	$541K	Buy	+3,603	New	+$561K	﹤0.01%	1355
2019 Q1	–	Sell	-5,000	Closed	-$509K	–	2075
2018 Q4	$509K	Sell	5,000 -3,100	-38%	-$316K	﹤0.01%	1367
2018 Q3	$822K	Sell	8,100 -56,600	-87%	-$5.65M	﹤0.01%	1436
2018 Q2	$6.33M	Buy	64,700 +25,400	+65%	+$2.39M	0.03%	633
2018 Q1	$3.59M	Buy	+39,300	New	+$3.47M	0.02%	800
2017 Q4	–	Sell	-3,600	Closed	-$308K	–	1977
2017 Q3	$308K	Buy	+3,600	New	+$318K	﹤0.01%	1318
2017 Q2	–	Sell	-5,697	Closed	-$458K	–	1714
2017 Q1	$458K	Buy	+5,697	New	+$454K	﹤0.01%	1172
2014 Q2	–	Sell	-5,499	Closed	-$248K	–	1920
2014 Q1	$248K	Buy	+5,499	New	+$248K	﹤0.01%	1553

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital Fund Management (CFM)'s SUI Position: Q1 2020 in Review

Capital Fund Management (CFM) sold out of Sun Communities (SUI) in Q1 2020, closing a stake of 3,603 shares — an estimated $541K sold.

Capital Fund Management (CFM) first reported a position in SUI in Q1 2014 and held it in 8 quarters. The position peaked at $6.33M in Q2 2018. 431 funds tracked by Wall St. Rank hold SUI as of Q1 2020.

Capital Fund Management (CFM) reported no remaining Sun Communities position as of Q1 2020 after selling out during the quarter.
Capital Fund Management (CFM) sold 3,603 Sun Communities shares in Q1 2020, an estimated $541K.
Capital Fund Management (CFM) first reported a position in Sun Communities in Q1 2014 and held it in 8 quarters.
Capital Fund Management (CFM)'s Sun Communities position peaked at $6.33M in Q2 2018.
431 funds tracked by Wall St. Rank held Sun Communities as of Q1 2020.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2020, filed 13 May 2020.