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	–	663
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 $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital World Investors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management

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

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return