Halpern Financial’s Sun Communities SUI Stock Holding History

Halpern Financial’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 Q3	–	Sell	-15	Closed	-$2.04K	–	221
2020 Q2	$2.04K	Buy	+15	New	+$1.99K	﹤0.01%	148

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Halpern Financial's SUI Position: Q3 2020 in Review

Halpern Financial sold out of Sun Communities (SUI) in Q3 2020, closing a stake of 15 shares — an estimated $2.04K sold.

Halpern Financial first reported a position in SUI in Q2 2020 and held it in 1 quarter. The position peaked at $2.04K in Q2 2020. 433 funds tracked by Wall St. Rank hold SUI as of Q3 2020.

Halpern Financial reported no remaining Sun Communities position as of Q3 2020 after selling out during the quarter.
Halpern Financial sold 15 Sun Communities shares in Q3 2020, an estimated $2.04K.
Halpern Financial first reported a position in Sun Communities in Q2 2020 and held it in 1 quarter.
Halpern Financial's Sun Communities position peaked at $2.04K in Q2 2020.
433 funds tracked by Wall St. Rank held Sun Communities as of Q3 2020.

Based on Halpern Financial's 13F filing for Q3 2020, filed 21 Sep 2023.