Inspire Advisors’s Sun Communities SUI Stock Holding History

Inspire 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
2021 Q1	–	Sell	-398	Closed	-$60K	–	634
2020 Q4	$60K	Buy	+398	New	+$57.6K	0.02%	220

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

Cohen & Steers New York $63.2B AUM 17.15% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Inspire Advisors's SUI Position: Q1 2021 in Review

Inspire Advisors sold out of Sun Communities (SUI) in Q1 2021, closing a stake of 398 shares — an estimated $60K sold.

Inspire Advisors first reported a position in SUI in Q4 2020 and held it in 1 quarter. The position peaked at $60K in Q4 2020. 459 funds tracked by Wall St. Rank hold SUI as of Q1 2021.

Inspire Advisors reported no remaining Sun Communities position as of Q1 2021 after selling out during the quarter.
Inspire Advisors sold 398 Sun Communities shares in Q1 2021, an estimated $60K.
Inspire Advisors first reported a position in Sun Communities in Q4 2020 and held it in 1 quarter.
Inspire Advisors's Sun Communities position peaked at $60K in Q4 2020.
459 funds tracked by Wall St. Rank held Sun Communities as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.