Ironwood Investment Counsel’s Sun Communities SUI Stock Holding History

Ironwood Investment Counsel’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	-16,000	Closed	-$2.43M	–	218
2020 Q4	$2.43M	Hold	16,000	–	–	0.55%	55
2020 Q3	$2.25M	Sell	16,000 -45	-0.3%	-$6.45K	0.61%	52
2020 Q2	$2.18M	Buy	16,045 +45	+0.3%	+$5.97K	0.66%	45
2020 Q1	$2M	Hold	16,000	–	–	0.79%	38
2019 Q4	$2.4M	Hold	16,000	–	–	0.82%	34
2019 Q3	$2.38M	Hold	16,000	–	–	0.88%	35
2019 Q2	$2.05M	Buy	16,000 +2,400	+18%	+$298K	0.78%	41
2019 Q1	$1.61M	Hold	13,600	–	–	0.63%	51
2018 Q4	$1.38M	Hold	13,600	–	–	0.61%	51
2018 Q3	$1.38M	Hold	13,600	–	–	0.53%	57
2018 Q2	$1.33M	Buy	13,600 +2,200	+19%	+$207K	0.58%	51
2018 Q1	$1.04M	Hold	11,400	–	–	0.46%	57
2017 Q4	$1.06M	Hold	11,400	–	–	0.39%	61
2017 Q3	$977K	Hold	11,400	–	–	0.4%	61
2017 Q2	$915K	Hold	11,400	–	–	0.35%	70
2017 Q1	$915K	Buy	11,400 +2,000	+21%	+$159K	0.38%	68
2016 Q4	$720K	Hold	9,400	–	–	0.32%	72
2016 Q3	$738K	Buy	+9,400	New	+$729K	0.35%	69
2016 Q2	–	Sell	-9,400	Closed	-$673K	–	138
2016 Q1	$673K	Buy	+9,400	New	+$634K	0.35%	68

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ironwood Investment Counsel's SUI Position: Q1 2021 in Review

Ironwood Investment Counsel sold out of Sun Communities (SUI) in Q1 2021, closing a stake of 16,000 shares — an estimated $2.43M sold.

Ironwood Investment Counsel first reported a position in SUI in Q1 2016 and held it in 19 quarters. The position peaked at $2.43M in Q4 2020. 458 funds tracked by Wall St. Rank hold SUI as of Q1 2021.

Ironwood Investment Counsel reported no remaining Sun Communities position as of Q1 2021 after selling out during the quarter.
Ironwood Investment Counsel sold 16,000 Sun Communities shares in Q1 2021, an estimated $2.43M.
Ironwood Investment Counsel first reported a position in Sun Communities in Q1 2016 and held it in 19 quarters.
Ironwood Investment Counsel's Sun Communities position peaked at $2.43M in Q4 2020.
458 funds tracked by Wall St. Rank held Sun Communities as of Q1 2021.

Based on Ironwood Investment Counsel's 13F filing for Q1 2021, filed 3 May 2021.