Certified Advisory Corp’s Sun Communities SUI Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-146	Closed	-$22K	–	662
2021 Q1	$22K	Buy	+146	New	+$21.6K	0.01%	478
2020 Q2	$20K	Hold	146	–	–	0.01%	443
2020 Q1	$18K	Hold	146	–	–	0.01%	438
2019 Q4	$22K	Hold	146	–	–	0.01%	470
2019 Q3	$22K	Buy	146 +54	+59%	+$7.63K	0.01%	474
2019 Q2	$12K	Hold	92	–	–	﹤0.01%	570
2019 Q1	$11K	Hold	92	–	–	﹤0.01%	546
2018 Q4	$9K	Hold	92	–	–	﹤0.01%	557
2018 Q3	$9K	Hold	92	–	–	﹤0.01%	587
2018 Q2	$9K	Hold	92	–	–	0.01%	560
2018 Q1	$8K	Hold	92	–	–	﹤0.01%	543
2017 Q4	$8K	Buy	+92	New	+$8.44K	0.01%	505

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

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

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

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Certified Advisory Corp's SUI Position: Q2 2021 in Review

Certified Advisory Corp sold out of Sun Communities (SUI) in Q2 2021, closing a stake of 146 shares — an estimated $22K sold.

Certified Advisory Corp first reported a position in SUI in Q4 2017 and held it in 12 quarters. The position peaked at $22K in Q1 2021. 455 funds tracked by Wall St. Rank hold SUI as of Q2 2021.

Certified Advisory Corp reported no remaining Sun Communities position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 146 Sun Communities shares in Q2 2021, an estimated $22K.
Certified Advisory Corp first reported a position in Sun Communities in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Sun Communities position peaked at $22K in Q1 2021.
455 funds tracked by Wall St. Rank held Sun Communities as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.