Chevy Chase Trust’s Sun Communities SUI Stock Holding History

Chevy Chase Trust’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
2020 Q1	–	Sell	-27	Closed	-$4K	–	979
2019 Q4	$4K	Buy	+27	New	+$4.21K	﹤0.01%	1113

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Chevy Chase Trust's SUI Position: Q1 2020 in Review

Chevy Chase Trust sold out of Sun Communities (SUI) in Q1 2020, closing a stake of 27 shares — an estimated $4K sold.

Chevy Chase Trust first reported a position in SUI in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 431 funds tracked by Wall St. Rank hold SUI as of Q1 2020.

Chevy Chase Trust reported no remaining Sun Communities position as of Q1 2020 after selling out during the quarter.
Chevy Chase Trust sold 27 Sun Communities shares in Q1 2020, an estimated $4K.
Chevy Chase Trust first reported a position in Sun Communities in Q4 2019 and held it in 1 quarter.
Chevy Chase Trust's Sun Communities position peaked at $4K in Q4 2019.
431 funds tracked by Wall St. Rank held Sun Communities as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.