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Hillsdale Investment Management’s Sun Communities SUI Stock Holding History

Hillsdale Investment Management’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
Q1 		– Sell
-15
Closed -$2K – 673
2020
Q4 		$2K Hold
15
– – ﹤0.01% 574
2020
Q3 		$2K Buy
15
+10
+200% +$1.43K ﹤0.01% 561
2020
Q2 		$1K Sell
5
-10
-67% -$1.33K ﹤0.01% 554
2020
Q1 		$2K Sell
15
-5
-25% -$755 ﹤0.01% 576
2019
Q4 		$3K Sell
20
-10
-33% -$1.56K ﹤0.01% 565
2019
Q3 		$4K Sell
30
-5
-14% -$706 ﹤0.01% 572
2019
Q2 		$4K Sell
35
-5
-13% -$621 ﹤0.01% 555
2019
Q1 		$5K Sell
40
-10
-20% -$1.11K ﹤0.01% 530
2018
Q4 		$5K Sell
50
-10
-17% -$1.02K ﹤0.01% 502
2018
Q3 		$6K Buy
+60
New +$5.99K ﹤0.01% 389
2015
Q4 		– Sell
-500
Closed -$34K – 587
2015
Q3 		$34K Buy
+500
New +$33.3K 0.01% 421

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hillsdale Investment Management's SUI Position: Q1 2021 in Review

Hillsdale Investment Management sold out of Sun Communities (SUI) in Q1 2021, closing a stake of 15 shares — an estimated $2K sold.

Hillsdale Investment Management first reported a position in SUI in Q3 2015 and held it in 11 quarters. The position peaked at $34K in Q3 2015. 458 funds tracked by Wall St. Rank hold SUI as of Q1 2021.

  • Hillsdale Investment Management reported no remaining Sun Communities position as of Q1 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 15 Sun Communities shares in Q1 2021, an estimated $2K.
  • Hillsdale Investment Management first reported a position in Sun Communities in Q3 2015 and held it in 11 quarters.
  • Hillsdale Investment Management's Sun Communities position peaked at $34K in Q3 2015.
  • 458 funds tracked by Wall St. Rank held Sun Communities as of Q1 2021.

Based on Hillsdale Investment Management's 13F filing for Q1 2021, filed 22 Apr 2021.