Evolution Wealth Advisors’s Sun Communities SUI Stock Holding History

Evolution 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
2021 Q2	–	Sell	-44	Closed	-$7K	–	668
2021 Q1	$7K	Buy	+44	New	+$6.5K	﹤0.01%	487

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Evolution Wealth Advisors's SUI Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of Sun Communities (SUI) in Q2 2021, closing a stake of 44 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in SUI in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 455 funds tracked by Wall St. Rank hold SUI as of Q2 2021.

Evolution Wealth Advisors reported no remaining Sun Communities position as of Q2 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 44 Sun Communities shares in Q2 2021, an estimated $7K.
Evolution Wealth Advisors first reported a position in Sun Communities in Q1 2021 and held it in 1 quarter.
Evolution Wealth Advisors's Sun Communities position peaked at $7K in Q1 2021.
455 funds tracked by Wall St. Rank held Sun Communities as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.