Carroll Financial Associates’s Sun Communities SUI Stock Holding History

Carroll Financial Associates’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
2021 Q4	–	Sell	-50	Closed	-$9K	–	1921
2021 Q3	$9K	Sell	50 -156	-76%	-$30.1K	﹤0.01%	1258
2021 Q2	$35K	Buy	206 +38	+23%	+$6.3K	﹤0.01%	916
2021 Q1	$25K	Buy	+168	New	+$24.8K	﹤0.01%	958
2019 Q4	–	Sell	-22	Closed	-$3K	–	1685
2019 Q3	$3K	Hold	22	–	–	﹤0.01%	1301
2019 Q2	$2K	Buy	+22	New	+$2.73K	﹤0.01%	1391

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 $57.6B AUM 8.03% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Carroll Financial Associates's SUI Position: Q4 2021 in Review

Carroll Financial Associates sold out of Sun Communities (SUI) in Q4 2021, closing a stake of 50 shares — an estimated $9K sold.

Carroll Financial Associates first reported a position in SUI in Q2 2019 and held it in 5 quarters. The position peaked at $35K in Q2 2021. 526 funds tracked by Wall St. Rank hold SUI as of Q4 2021.

Carroll Financial Associates reported no remaining Sun Communities position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 50 Sun Communities shares in Q4 2021, an estimated $9K.
Carroll Financial Associates first reported a position in Sun Communities in Q2 2019 and held it in 5 quarters.
Carroll Financial Associates's Sun Communities position peaked at $35K in Q2 2021.
526 funds tracked by Wall St. Rank held Sun Communities as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.