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Dixon Hughes Goodman Wealth Advisors’s Sun Communities SUI Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 		$5K Hold
29
– – ﹤0.01% 612
2021
Q4 		$6K Buy
+29
New +$5.71K ﹤0.01% 532

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 $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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Dixon Hughes Goodman Wealth Advisors's SUI Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Sun Communities (SUI) position steady in Q1 2022 at 29 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Dixon Hughes Goodman Wealth Advisors first reported a position in SUI in Q4 2021 and has held it in 2 quarters since. The position peaked at $6K in Q4 2021. 523 funds tracked by Wall St. Rank hold SUI as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 29 shares of Sun Communities worth $5K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Sun Communities share count unchanged in Q1 2022.
  • Sun Communities made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #612 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Sun Communities in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Sun Communities position peaked at $6K in Q4 2021.
  • 523 funds tracked by Wall St. Rank held Sun Communities as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.