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Charter Research & Investment Group’s Sun Communities SUI Stock Holding History

Charter Research & Investment Group’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
-1,000
Closed -$210K – 86
2021
Q4 		$210K Buy
+1,000
New +$197K 0.17% 83

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Charter Research & Investment Group's SUI Position: Q1 2022 in Review

Charter Research & Investment Group sold out of Sun Communities (SUI) in Q1 2022, closing a stake of 1,000 shares — an estimated $210K sold.

Charter Research & Investment Group first reported a position in SUI in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 524 funds tracked by Wall St. Rank hold SUI as of Q1 2022.

  • Charter Research & Investment Group reported no remaining Sun Communities position as of Q1 2022 after selling out during the quarter.
  • Charter Research & Investment Group sold 1,000 Sun Communities shares in Q1 2022, an estimated $210K.
  • Charter Research & Investment Group first reported a position in Sun Communities in Q4 2021 and held it in 1 quarter.
  • Charter Research & Investment Group's Sun Communities position peaked at $210K in Q4 2021.
  • 524 funds tracked by Wall St. Rank held Sun Communities as of Q1 2022.

Based on Charter Research & Investment Group's 13F filing for Q1 2022, filed 13 May 2022.