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Gideon Capital Advisors’s Sun Communities SUI Stock Holding History

Gideon Capital 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
2020
Q1 		– Sell
-7,161
Closed -$1.07M – 190
2019
Q4 		$1.07M Buy
+7,161
New +$1.12M 0.37% 105
2018
Q2 		– Sell
-3,368
Closed -$308K – 482
2018
Q1 		$308K Buy
+3,368
New +$297K 0.19% 222
2015
Q2 		– Sell
-3,892
Closed -$260K – 315
2015
Q1 		$260K Buy
+3,892
New +$261K 0.1% 195

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Gideon Capital Advisors's SUI Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Sun Communities (SUI) in Q1 2020, closing a stake of 7,161 shares — an estimated $1.07M sold.

Gideon Capital Advisors first reported a position in SUI in Q1 2015 and held it in 3 quarters. The position peaked at $1.07M in Q4 2019. 432 funds tracked by Wall St. Rank hold SUI as of Q1 2020.

  • Gideon Capital Advisors reported no remaining Sun Communities position as of Q1 2020 after selling out during the quarter.
  • Gideon Capital Advisors sold 7,161 Sun Communities shares in Q1 2020, an estimated $1.07M.
  • Gideon Capital Advisors first reported a position in Sun Communities in Q1 2015 and held it in 3 quarters.
  • Gideon Capital Advisors's Sun Communities position peaked at $1.07M in Q4 2019.
  • 432 funds tracked by Wall St. Rank held Sun Communities as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.