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IndexIQ Advisors’s Sun Communities SUI Stock Holding History

IndexIQ Advisors’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
Q1 		$7K Sell
38
-19,436
-100% -$3.61M ﹤0.01% 1237
2021
Q4 		$4.09M Buy
19,474
+491
+3% +$96.7K 0.14% 127
2021
Q3 		$3.51M Sell
18,983
-287
-1% -$55.4K 0.12% 150
2021
Q2 		$3.3M Sell
19,270
-395
-2% -$65.5K 0.11% 163
2021
Q1 		$2.95M Buy
+19,665
New +$2.9M 0.1% 175

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 $3.37T AUM 44.26% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IndexIQ Advisors's SUI Position: Q1 2022 in Review

IndexIQ Advisors reduced its Sun Communities (SUI) stake by 100% in Q1 2022, selling an estimated $3.61M and leaving 38 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

IndexIQ Advisors first reported a position in SUI in Q1 2021 and has held it in 5 quarters since. The position peaked at $4.09M in Q4 2021. 525 funds tracked by Wall St. Rank hold SUI as of Q1 2022.

  • IndexIQ Advisors held 38 shares of Sun Communities worth $7K as of Q1 2022.
  • IndexIQ Advisors sold 19,436 Sun Communities shares in Q1 2022, an estimated $3.61M.
  • Sun Communities made up ﹤0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1237 holding.
  • IndexIQ Advisors first reported a position in Sun Communities in Q1 2021 and has held it in 5 quarters since.
  • IndexIQ Advisors's Sun Communities position peaked at $4.09M in Q4 2021.
  • 525 funds tracked by Wall St. Rank held Sun Communities as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.