Capital Fund Management (CFM)
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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
2024
Q1 		– Sell
-17,200
Closed -$2.3M – 2264
2023
Q4 		$2.3M Buy
+17,200
New +$2.07M 0.01% 1471
2020
Q1 		– Sell
-10,700
Closed -$1.61M – 2000
2019
Q4 		$1.61M Buy
+10,700
New +$1.67M 0.01% 925

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
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. 432 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.
  • 432 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.