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Focused Wealth Management’s Sun Communities SUI Stock Holding History

Focused 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
2020
Q4 		– Sell
-975
Closed -$137K – 901
2020
Q3 		$137K Sell
975
-25
-3% -$3.59K 0.03% 187
2020
Q2 		$136K Hold
1,000
– – 0.03% 177
2020
Q1 		$125K Hold
1,000
– – 0.04% 166
2019
Q4 		$150K Hold
1,000
– – 0.04% 201
2019
Q3 		$148K Hold
1,000
– – 0.04% 183
2019
Q2 		$128K Buy
+1,000
New +$124K 0.03% 205

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Focused Wealth Management's SUI Position: Q4 2020 in Review

Focused Wealth Management sold out of Sun Communities (SUI) in Q4 2020, closing a stake of 975 shares — an estimated $137K sold.

Focused Wealth Management first reported a position in SUI in Q2 2019 and held it in 6 quarters. The position peaked at $150K in Q4 2019. 447 funds tracked by Wall St. Rank hold SUI as of Q4 2020.

  • Focused Wealth Management reported no remaining Sun Communities position as of Q4 2020 after selling out during the quarter.
  • Focused Wealth Management sold 975 Sun Communities shares in Q4 2020, an estimated $137K.
  • Focused Wealth Management first reported a position in Sun Communities in Q2 2019 and held it in 6 quarters.
  • Focused Wealth Management's Sun Communities position peaked at $150K in Q4 2019.
  • 447 funds tracked by Wall St. Rank held Sun Communities as of Q4 2020.

Based on Focused Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.