Creative Financial Designs’s Sun Communities SUI Stock Holding History

Creative Financial Designs’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	-35	Closed	-$6K	–	1427
2021 Q3	$6K	Hold	35	–	–	﹤0.01%	1132
2021 Q2	$6K	Sell	35 -286	-89%	-$47.4K	﹤0.01%	1143
2021 Q1	$48K	Buy	321 +286	+817%	+$42.2K	0.01%	583
2020 Q4	$5K	Hold	35	–	–	﹤0.01%	996
2020 Q3	$5K	Hold	35	–	–	﹤0.01%	943
2020 Q2	$5K	Buy	+35	New	+$4.64K	﹤0.01%	881

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Creative Financial Designs's SUI Position: Q4 2021 in Review

Creative Financial Designs sold out of Sun Communities (SUI) in Q4 2021, closing a stake of 35 shares — an estimated $6K sold.

Creative Financial Designs first reported a position in SUI in Q2 2020 and held it in 6 quarters. The position peaked at $48K in Q1 2021. 526 funds tracked by Wall St. Rank hold SUI as of Q4 2021.

Creative Financial Designs reported no remaining Sun Communities position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 35 Sun Communities shares in Q4 2021, an estimated $6K.
Creative Financial Designs first reported a position in Sun Communities in Q2 2020 and held it in 6 quarters.
Creative Financial Designs's Sun Communities position peaked at $48K in Q1 2021.
526 funds tracked by Wall St. Rank held Sun Communities as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.