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Destination Wealth Management’s Sun Communities SUI Stock Holding History

Destination 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
2019
Q3 		– Sell
-42
Closed -$5K – 455
2019
Q2 		$5K Sell
42
-98
-70% -$12.2K ﹤0.01% 487
2019
Q1 		$17K Sell
140
-61
-30% -$6.78K ﹤0.01% 406
2018
Q4 		$20K Hold
201
– – ﹤0.01% 360
2018
Q3 		$20K Hold
201
– – ﹤0.01% 400
2018
Q2 		$20K Sell
201
-135
-40% -$12.7K ﹤0.01% 348
2018
Q1 		$31K Buy
+336
New +$29.7K ﹤0.01% 300

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return