Capital World Investors
SUI icon

Capital World Investors’s Sun Communities SUI Stock Holding History

Capital World Investors’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
2023
Q3 		– Sell
-1,014,342
Closed -$132M – 525
2023
Q2 		$132M Sell
1,014,342
-1,737,646
-63% -$232M 0.03% 313
2023
Q1 		$388M Buy
2,751,988
+1,425
+0.1% +$208K 0.08% 215
2022
Q4 		$393M Sell
2,750,563
-384,371
-12% -$52.5M 0.08% 207
2022
Q3 		$424M Sell
3,134,934
-301,543
-9% -$47.7M 0.1% 189
2022
Q2 		$548M Buy
3,436,477
+465
+0% +$78K 0.12% 175
2022
Q1 		$602M Buy
3,436,012
+1,402
+0% +$261K 0.1% 185
2021
Q4 		$721M Sell
3,434,610
-743,584
-18% -$146M 0.11% 177
2021
Q3 		$773M Sell
4,178,194
-489,433
-10% -$94.4M 0.13% 168
2021
Q2 		$800M Sell
4,667,627
-217,839
-4% -$36.1M 0.14% 167
2021
Q1 		$733M Buy
4,885,466
+2,325
+0% +$343K 0.14% 160
2020
Q4 		$742M Buy
4,883,141
+1,192
+0% +$172K 0.14% 158
2020
Q3 		$686M Buy
4,881,949
+3,126
+0.1% +$448K 0.15% 142
2020
Q2 		$662M Buy
4,878,823
+223,116
+5% +$29.6M 0.16% 137
2020
Q1 		$581M Buy
4,655,707
+1,019,884
+28% +$154M 0.17% 132
2019
Q4 		$546M Buy
3,635,823
+1,274,104
+54% +$198M 0.12% 160
2019
Q3 		$351M Buy
2,361,719
+719
+0% +$102K 0.08% 196
2019
Q2 		$303M Buy
2,361,000
+321,000
+16% +$39.9M 0.07% 211
2019
Q1 		$242M Buy
2,040,000
+1,040,000
+104% +$116M 0.06% 227
2018
Q4 		$102M Buy
+1,000,000
New +$102M 0.03% 283

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors's SUI Position: Q3 2023 in Review

Capital World Investors sold out of Sun Communities (SUI) in Q3 2023, closing a stake of 1,014,342 shares — an estimated $132M sold.

Capital World Investors first reported a position in SUI in Q4 2018 and held it in 19 quarters. The position peaked at $800M in Q2 2021. 499 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

  • Capital World Investors reported no remaining Sun Communities position as of Q3 2023 after selling out during the quarter.
  • Capital World Investors sold 1,014,342 Sun Communities shares in Q3 2023, an estimated $132M.
  • Capital World Investors first reported a position in Sun Communities in Q4 2018 and held it in 19 quarters.
  • Capital World Investors's Sun Communities position peaked at $800M in Q2 2021.
  • 499 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on Capital World Investors's 13F filing for Q3 2023, filed 13 Nov 2023.