Great Diamond Partners’s Sun Communities SUI Stock Holding History

Great Diamond Partners’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	-33	Closed	-$4K	–	534
2019 Q4	$4K	Buy	+33	New	+$5.14K	﹤0.01%	618

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 $3.37T AUM 44.26% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Great Diamond Partners's SUI Position: Q1 2020 in Review

Great Diamond Partners sold out of Sun Communities (SUI) in Q1 2020, closing a stake of 33 shares — an estimated $4K sold.

Great Diamond Partners first reported a position in SUI in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 431 funds tracked by Wall St. Rank hold SUI as of Q1 2020.

Great Diamond Partners reported no remaining Sun Communities position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 33 Sun Communities shares in Q1 2020, an estimated $4K.
Great Diamond Partners first reported a position in Sun Communities in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Sun Communities position peaked at $4K in Q4 2019.
431 funds tracked by Wall St. Rank held Sun Communities as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.