Glenmede Trust’s Sun Communities SUI Stock Holding History

Glenmede 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
2022 Q2	–	Sell	-4,405	Closed	-$771K	–	1370
2022 Q1	$771K	Sell	4,405 -1,534	-26%	-$285K	﹤0.01%	787
2021 Q4	$1.25M	Buy	5,939 +19	+0.3%	+$3.74K	0.01%	681
2021 Q3	$1.09M	Buy	+5,920	New	+$1.14M	0.01%	677
2020 Q4	–	Sell	-10	Closed	-$1K	–	2127
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	2393
2020 Q2	$1K	Buy	+10	New	+$1.33K	﹤0.01%	2369
2019 Q2	–	Sell	-3	Closed	–	–	3165
2019 Q1	$0	Hold	3	–	–	﹤0.01%	3172
2018 Q4	$0	Sell	3 -23,797	-100%	-$2.42M	﹤0.01%	3082
2018 Q3	$2.42M	Buy	+23,800	New	+$2.38M	0.01%	610
2016 Q3	–	Sell	-162	Closed	-$12K	–	2672
2016 Q2	$12K	Buy	+162	New	+$11.4K	﹤0.01%	2063

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Glenmede Trust's SUI Position: Q2 2022 in Review

Glenmede Trust sold out of Sun Communities (SUI) in Q2 2022, closing a stake of 4,405 shares — an estimated $771K sold.

Glenmede Trust first reported a position in SUI in Q2 2016 and held it in 9 quarters. The position peaked at $2.42M in Q3 2018. 502 funds tracked by Wall St. Rank hold SUI as of Q2 2022.

Glenmede Trust reported no remaining Sun Communities position as of Q2 2022 after selling out during the quarter.
Glenmede Trust sold 4,405 Sun Communities shares in Q2 2022, an estimated $771K.
Glenmede Trust first reported a position in Sun Communities in Q2 2016 and held it in 9 quarters.
Glenmede Trust's Sun Communities position peaked at $2.42M in Q3 2018.
502 funds tracked by Wall St. Rank held Sun Communities as of Q2 2022.

Based on Glenmede Trust's 13F filing for Q2 2022, filed 15 Aug 2022.