First Mercantile Trust’s Sun Communities SUI Stock Holding History

First Mercantile Trust’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	-1,425	Closed	-$178K	–	948
2020 Q1	$178K	Buy	1,425 +20	+1%	+$3.02K	0.03%	387
2019 Q4	$211K	Sell	1,405 -552	-28%	-$86K	0.02%	443
2019 Q3	$291K	Sell	1,957 -100	-5%	-$14.1K	0.03%	368
2019 Q2	$264K	Sell	2,057 -226	-10%	-$28.1K	0.03%	355
2019 Q1	$271K	Sell	2,283 -150	-6%	-$16.7K	0.06%	353
2018 Q4	$247K	Sell	2,433 -260	-10%	-$26.5K	0.06%	369
2018 Q3	$273K	Buy	2,693 +293	+12%	+$29.3K	0.05%	405
2018 Q2	$235K	Buy	2,400 +760	+46%	+$71.5K	0.05%	463
2018 Q1	$150K	Buy	+1,640	New	+$145K	0.03%	576

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Mercantile Trust's SUI Position: Q2 2020 in Review

First Mercantile Trust sold out of Sun Communities (SUI) in Q2 2020, closing a stake of 1,425 shares — an estimated $178K sold.

First Mercantile Trust first reported a position in SUI in Q1 2018 and held it in 9 quarters. The position peaked at $291K in Q3 2019. 439 funds tracked by Wall St. Rank hold SUI as of Q2 2020.

First Mercantile Trust reported no remaining Sun Communities position as of Q2 2020 after selling out during the quarter.
First Mercantile Trust sold 1,425 Sun Communities shares in Q2 2020, an estimated $178K.
First Mercantile Trust first reported a position in Sun Communities in Q1 2018 and held it in 9 quarters.
First Mercantile Trust's Sun Communities position peaked at $291K in Q3 2019.
439 funds tracked by Wall St. Rank held Sun Communities as of Q2 2020.

Based on First Mercantile Trust's 13F filing for Q2 2020, filed 10 Aug 2020.