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IBM Retirement Fund’s Sun Communities SUI Stock Holding History

IBM Retirement Fund’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
2022
Q2 		– Sell
-1,825
Closed -$320K – 405
2022
Q1 		$320K Sell
1,825
-72
-4% -$13.4K 0.05% 372
2021
Q4 		$398K Sell
1,897
-1,242
-40% -$245K 0.05% 348
2021
Q3 		$581K Buy
3,139
+17
+0.5% +$3.28K 0.05% 375
2021
Q2 		$535K Sell
3,122
-512
-14% -$84.9K 0.04% 400
2021
Q1 		$545K Sell
3,634
-283
-7% -$41.8K 0.04% 420
2020
Q4 		$595K Sell
3,917
-480
-11% -$69.5K 0.04% 382
2020
Q3 		$618K Buy
4,397
+882
+25% +$127K 0.05% 305
2020
Q2 		$477K Buy
3,515
+121
+4% +$16.1K 0.06% 283
2020
Q1 		$424K Buy
3,394
+788
+30% +$119K 0.08% 261
2019
Q4 		$391K Buy
2,606
+39
+2% +$6.07K 0.07% 243
2019
Q3 		$381K Hold
2,567
– – 0.07% 248
2019
Q2 		$329K Sell
2,567
-35
-1% -$4.35K 0.06% 286
2019
Q1 		$308K Hold
2,602
– – 0.06% 286
2018
Q4 		$265K Sell
2,602
-11
-0.4% -$1.12K 0.06% 286
2018
Q3 		$265K Sell
2,613
-82
-3% -$8.19K 0.06% 343
2018
Q2 		$264K Sell
2,695
-251
-9% -$23.6K 0.06% 387
2018
Q1 		$269K Buy
+2,946
New +$260K 0.05% 413
2017
Q1 		– Sell
-5,418
Closed -$415K – 688
2016
Q4 		$415K Sell
5,418
-547
-9% -$40.9K 0.02% 646
2016
Q3 		$468K Sell
5,965
-346
-5% -$26.8K 0.02% 661
2016
Q2 		$484K Buy
+6,311
New +$445K 0.02% 667

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

IBM Retirement Fund's SUI Position: Q2 2022 in Review

IBM Retirement Fund sold out of Sun Communities (SUI) in Q2 2022, closing a stake of 1,825 shares — an estimated $320K sold.

IBM Retirement Fund first reported a position in SUI in Q2 2016 and held it in 20 quarters. The position peaked at $618K in Q3 2020. 502 funds tracked by Wall St. Rank hold SUI as of Q2 2022.

  • IBM Retirement Fund reported no remaining Sun Communities position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 1,825 Sun Communities shares in Q2 2022, an estimated $320K.
  • IBM Retirement Fund first reported a position in Sun Communities in Q2 2016 and held it in 20 quarters.
  • IBM Retirement Fund's Sun Communities position peaked at $618K in Q3 2020.
  • 502 funds tracked by Wall St. Rank held Sun Communities as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.