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Independent Advisor Alliance’s Sun Communities SUI Stock Holding History

Independent Advisor Alliance’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
-1,236
Closed -$217K – 690
2022
Q1 		$217K Buy
1,236
+1
+0.1% +$186 0.01% 595
2021
Q4 		$259K Buy
1,235
+4
+0.3% +$788 0.01% 563
2021
Q3 		$228K Buy
1,231
+42
+4% +$8.11K 0.01% 563
2021
Q2 		$204K Buy
+1,189
New +$197K 0.01% 586

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Advisor Alliance's SUI Position: Q2 2022 in Review

Independent Advisor Alliance sold out of Sun Communities (SUI) in Q2 2022, closing a stake of 1,236 shares — an estimated $217K sold.

Independent Advisor Alliance first reported a position in SUI in Q2 2021 and held it in 4 quarters. The position peaked at $259K in Q4 2021. 502 funds tracked by Wall St. Rank hold SUI as of Q2 2022.

  • Independent Advisor Alliance reported no remaining Sun Communities position as of Q2 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,236 Sun Communities shares in Q2 2022, an estimated $217K.
  • Independent Advisor Alliance first reported a position in Sun Communities in Q2 2021 and held it in 4 quarters.
  • Independent Advisor Alliance's Sun Communities position peaked at $259K in Q4 2021.
  • 502 funds tracked by Wall St. Rank held Sun Communities as of Q2 2022.

Based on Independent Advisor Alliance's 13F filing for Q2 2022, filed 4 Aug 2022.