Ground Swell Capital’s Sun Communities SUI Stock Holding History

Ground Swell Capital’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
2021 Q3	–	Sell	-1,258	Closed	-$216K	–	122
2021 Q2	$216K	Buy	+1,258	New	+$209K	1.03%	39

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 $3.38T AUM 44.17% 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

Norges Bank Oslo, Norway $1T AUM

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

Ground Swell Capital's SUI Position: Q3 2021 in Review

Ground Swell Capital sold out of Sun Communities (SUI) in Q3 2021, closing a stake of 1,258 shares — an estimated $216K sold.

Ground Swell Capital first reported a position in SUI in Q2 2021 and held it in 1 quarter. The position peaked at $216K in Q2 2021. 489 funds tracked by Wall St. Rank hold SUI as of Q3 2021.

Ground Swell Capital reported no remaining Sun Communities position as of Q3 2021 after selling out during the quarter.
Ground Swell Capital sold 1,258 Sun Communities shares in Q3 2021, an estimated $216K.
Ground Swell Capital first reported a position in Sun Communities in Q2 2021 and held it in 1 quarter.
Ground Swell Capital's Sun Communities position peaked at $216K in Q2 2021.
489 funds tracked by Wall St. Rank held Sun Communities as of Q3 2021.

Based on Ground Swell Capital's 13F filing for Q3 2021, filed 12 Nov 2021.