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Fort Washington Investment Advisors’s Sun Communities SUI Stock Holding History

Fort Washington Investment 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
Q2 		– Sell
-3,100
Closed -$543K – 490
2022
Q1 		$543K Hold
3,100
– – ﹤0.01% 379
2021
Q4 		$651K Sell
3,100
-1,000
-24% -$197K ﹤0.01% 366
2021
Q3 		$759K Sell
4,100
-600
-13% -$116K ﹤0.01% 341
2021
Q2 		$806K Sell
4,700
-400
-8% -$66.3K 0.01% 344
2021
Q1 		$765K Buy
5,100
+1,000
+24% +$148K 0.01% 339
2020
Q4 		$623K Buy
4,100
+300
+8% +$43.4K 0.01% 358
2020
Q3 		$534K Hold
3,800
– – 0.01% 362
2020
Q2 		$516K Buy
3,800
+2,000
+111% +$265K 0.01% 370
2020
Q1 		$225K Buy
+1,800
New +$272K ﹤0.01% 406
2018
Q3 		– Sell
-2,900
Closed -$284K – 563
2018
Q2 		$284K Sell
2,900
-2,700
-48% -$254K ﹤0.01% 494
2018
Q1 		$512K Buy
5,600
+3,100
+124% +$274K 0.01% 436
2017
Q4 		$232K Sell
2,500
-2,400
-49% -$220K ﹤0.01% 564
2017
Q3 		$420K Buy
4,900
+1,100
+29% +$97.2K 0.01% 413
2017
Q2 		$333K Sell
3,800
-6,000
-61% -$514K 0.01% 424
2017
Q1 		$787K Sell
9,800
-4,300
-30% -$343K 0.01% 349
2016
Q4 		$1.08M Buy
14,100
+1,000
+8% +$74.8K 0.02% 290
2016
Q3 		$1.03M Sell
13,100
-100
-0.8% -$7.75K 0.02% 265
2016
Q2 		$1.01M Buy
13,200
+1,000
+8% +$70.6K 0.02% 274
2016
Q1 		$874K Buy
12,200
+1,900
+18% +$128K 0.02% 296
2015
Q4 		$706K Buy
10,300
+5,400
+110% +$364K 0.01% 312
2015
Q3 		$332K Sell
4,900
-200
-4% -$13.3K 0.01% 398
2015
Q2 		$315K Sell
5,100
-1,500
-23% -$95K 0.01% 377
2015
Q1 		$440K Sell
6,600
-10,800
-62% -$725K 0.01% 344
2014
Q4 		$1.05M Sell
17,400
-6,000
-26% -$342K 0.02% 272
2014
Q3 		$1.18M Sell
23,400
-5,400
-19% -$283K 0.02% 253
2014
Q2 		$1.44M Sell
28,800
-1,300
-4% -$61.3K 0.03% 251
2014
Q1 		$1.36M Sell
30,100
-3,900
-11% -$176K 0.03% 237
2013
Q4 		$1.45M Buy
+34,000
New +$1.45M 0.03% 297

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fort Washington Investment Advisors's SUI Position: Q2 2022 in Review

Fort Washington Investment Advisors sold out of Sun Communities (SUI) in Q2 2022, closing a stake of 3,100 shares — an estimated $543K sold.

Fort Washington Investment Advisors first reported a position in SUI in Q4 2013 and held it in 28 quarters. The position peaked at $1.45M in Q4 2013. 502 funds tracked by Wall St. Rank hold SUI as of Q2 2022.

  • Fort Washington Investment Advisors reported no remaining Sun Communities position as of Q2 2022 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 3,100 Sun Communities shares in Q2 2022, an estimated $543K.
  • Fort Washington Investment Advisors first reported a position in Sun Communities in Q4 2013 and held it in 28 quarters.
  • Fort Washington Investment Advisors's Sun Communities position peaked at $1.45M in Q4 2013.
  • 502 funds tracked by Wall St. Rank held Sun Communities as of Q2 2022.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.