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Darwin Wealth Management’s Sun Communities SUI Stock Holding History

Darwin Wealth Management’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
Q2 		– Sell
-65
Closed -$8K – 691
2020
Q1 		$8K Buy
+65
New +$9.82K ﹤0.01% 525

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Darwin Wealth Management's SUI Position: Q2 2020 in Review

Darwin Wealth Management sold out of Sun Communities (SUI) in Q2 2020, closing a stake of 65 shares — an estimated $8K sold.

Darwin Wealth Management first reported a position in SUI in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 438 funds tracked by Wall St. Rank hold SUI as of Q2 2020.

  • Darwin Wealth Management reported no remaining Sun Communities position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 65 Sun Communities shares in Q2 2020, an estimated $8K.
  • Darwin Wealth Management first reported a position in Sun Communities in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Sun Communities position peaked at $8K in Q1 2020.
  • 438 funds tracked by Wall St. Rank held Sun Communities as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.