Gyroscope Capital Management Group’s Sun Communities SUI Stock Holding History

Gyroscope Capital Management Group’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
2023 Q2	–	Sell	-20,000	Closed	-$2.82M	–	216
2023 Q1	$2.82M	Hold	20,000	–	–	0.72%	39
2022 Q4	$2.86M	Hold	20,000	–	–	0.87%	34
2022 Q3	$2.71M	Hold	20,000	–	–	1.05%	31
2022 Q2	$3.19M	Hold	20,000	–	–	1.09%	31
2022 Q1	$3.51M	Hold	20,000	–	–	1.21%	28
2021 Q4	$4.2M	Hold	20,000	–	–	1.48%	25
2021 Q3	$3.7M	Sell	20,000 -47,200	-70%	-$9.11M	1.4%	25
2021 Q2	$11.5M	Hold	67,200	–	–	4.05%	2
2021 Q1	$10.1M	Hold	67,200	–	–	4.03%	2
2020 Q4	$10.2M	Hold	67,200	–	–	4.39%	1
2020 Q3	$9.45M	Hold	67,200	–	–	4.28%	2
2020 Q2	$9.12M	Hold	67,200	–	–	4.14%	3
2020 Q1	$8.39M	Buy	+67,200	New	+$10.1M	3.95%	5

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Gyroscope Capital Management Group's SUI Position: Q2 2023 in Review

Gyroscope Capital Management Group sold out of Sun Communities (SUI) in Q2 2023, closing a stake of 20,000 shares — an estimated $2.82M sold.

Gyroscope Capital Management Group first reported a position in SUI in Q1 2020 and held it in 13 quarters. The position peaked at $11.5M in Q2 2021. 503 funds tracked by Wall St. Rank hold SUI as of Q2 2023.

Gyroscope Capital Management Group reported no remaining Sun Communities position as of Q2 2023 after selling out during the quarter.
Gyroscope Capital Management Group sold 20,000 Sun Communities shares in Q2 2023, an estimated $2.82M.
Gyroscope Capital Management Group first reported a position in Sun Communities in Q1 2020 and held it in 13 quarters.
Gyroscope Capital Management Group's Sun Communities position peaked at $11.5M in Q2 2021.
503 funds tracked by Wall St. Rank held Sun Communities as of Q2 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q2 2023, filed 8 Aug 2023.