Jackson Grant Investment Advisers’s Sun Communities SUI Stock Holding History

Jackson Grant Investment Advisers’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 Q3	–	Sell	-7	Closed	-$1K	–	370
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	373
2021 Q1	$1K	Buy	+7	New	+$1.03K	﹤0.01%	364

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jackson Grant Investment Advisers's SUI Position: Q3 2021 in Review

Jackson Grant Investment Advisers sold out of Sun Communities (SUI) in Q3 2021, closing a stake of 7 shares — an estimated $1K sold.

Jackson Grant Investment Advisers first reported a position in SUI in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 489 funds tracked by Wall St. Rank hold SUI as of Q3 2021.

Jackson Grant Investment Advisers reported no remaining Sun Communities position as of Q3 2021 after selling out during the quarter.
Jackson Grant Investment Advisers sold 7 Sun Communities shares in Q3 2021, an estimated $1K.
Jackson Grant Investment Advisers first reported a position in Sun Communities in Q1 2021 and held it in 2 quarters.
Jackson Grant Investment Advisers's Sun Communities position peaked at $1K in Q2 2021.
489 funds tracked by Wall St. Rank held Sun Communities as of Q3 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2021, filed 13 Oct 2021.