Capitolis Advisors’s Sun Communities SUI Stock Holding History

Capitolis Advisors’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
2022 Q1	–	Sell	-184,633	Closed	-$38.8M	–	450
2021 Q4	$38.8M	Hold	184,633	–	–	0.23%	88
2021 Q3	$36.3M	Buy	184,633 +73,431	+66%	+$14.2M	0.33%	67
2021 Q2	$19.1M	Buy	111,202 +48,462	+77%	+$8.03M	0.22%	107
2021 Q1	$9.41M	Hold	62,740	–	–	0.16%	129
2020 Q4	$9.53M	Buy	+62,740	New	+$9.08M	0.16%	141

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capitolis Advisors's SUI Position: Q1 2022 in Review

Capitolis Advisors sold out of Sun Communities (SUI) in Q1 2022, closing a stake of 184,633 shares — an estimated $38.8M sold.

Capitolis Advisors first reported a position in SUI in Q4 2020 and held it in 5 quarters. The position peaked at $38.8M in Q4 2021. 525 funds tracked by Wall St. Rank hold SUI as of Q1 2022.

Capitolis Advisors reported no remaining Sun Communities position as of Q1 2022 after selling out during the quarter.
Capitolis Advisors sold 184,633 Sun Communities shares in Q1 2022, an estimated $38.8M.
Capitolis Advisors first reported a position in Sun Communities in Q4 2020 and held it in 5 quarters.
Capitolis Advisors's Sun Communities position peaked at $38.8M in Q4 2021.
525 funds tracked by Wall St. Rank held Sun Communities as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.