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Douglas Lane & Associates’s Sun Communities SUI Stock Holding History

Douglas Lane & Associates’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
-3,000
Closed -$385K – 218
2019
Q2 		$385K Hold
3,000
– – 0.01% 183
2019
Q1 		$356K Hold
3,000
– – 0.01% 181
2018
Q4 		$305K Hold
3,000
– – 0.01% 182
2018
Q3 		$305K Hold
3,000
– – 0.01% 182
2018
Q2 		$294K Hold
3,000
– – 0.01% 177
2018
Q1 		$274K Hold
3,000
– – 0.01% 182
2017
Q4 		$278K Hold
3,000
– – 0.01% 183
2017
Q3 		$257K Hold
3,000
– – 0.01% 191
2017
Q2 		$263K Sell
3,000
-104
-3% -$8.92K 0.01% 184
2017
Q1 		$249K Buy
+3,104
New +$247K 0.01% 194

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Douglas Lane & Associates's SUI Position: Q3 2019 in Review

Douglas Lane & Associates sold out of Sun Communities (SUI) in Q3 2019, closing a stake of 3,000 shares — an estimated $385K sold.

Douglas Lane & Associates first reported a position in SUI in Q1 2017 and held it in 10 quarters. The position peaked at $385K in Q2 2019. 402 funds tracked by Wall St. Rank hold SUI as of Q3 2019.

  • Douglas Lane & Associates reported no remaining Sun Communities position as of Q3 2019 after selling out during the quarter.
  • Douglas Lane & Associates sold 3,000 Sun Communities shares in Q3 2019, an estimated $385K.
  • Douglas Lane & Associates first reported a position in Sun Communities in Q1 2017 and held it in 10 quarters.
  • Douglas Lane & Associates's Sun Communities position peaked at $385K in Q2 2019.
  • 402 funds tracked by Wall St. Rank held Sun Communities as of Q3 2019.

Based on Douglas Lane & Associates's 13F filing for Q3 2019, filed 16 Oct 2019.