CGT
SUI icon

Capital Guardian Trust’s Sun Communities SUI Stock Holding History

Capital Guardian Trust’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
Q4 		– Sell
-551
Closed -$56K – 444
2018
Q3 		$56K Buy
+551
New +$55K ﹤0.01% 326
2014
Q4 		– Sell
-50
Closed -$3K – 619
2014
Q3 		$3K Buy
+50
New +$2.62K ﹤0.01% 568

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Guardian Trust's SUI Position: Q4 2018 in Review

Capital Guardian Trust sold out of Sun Communities (SUI) in Q4 2018, closing a stake of 551 shares — an estimated $56K sold.

Capital Guardian Trust first reported a position in SUI in Q3 2014 and held it in 2 quarters. The position peaked at $56K in Q3 2018. 354 funds tracked by Wall St. Rank hold SUI as of Q4 2018.

  • Capital Guardian Trust reported no remaining Sun Communities position as of Q4 2018 after selling out during the quarter.
  • Capital Guardian Trust sold 551 Sun Communities shares in Q4 2018, an estimated $56K.
  • Capital Guardian Trust first reported a position in Sun Communities in Q3 2014 and held it in 2 quarters.
  • Capital Guardian Trust's Sun Communities position peaked at $56K in Q3 2018.
  • 354 funds tracked by Wall St. Rank held Sun Communities as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.