JG
SUI icon

Jefferies Group’s Sun Communities SUI Stock Holding History

Jefferies Group’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
Q3 		$1.18M Buy
+8,700
New +$1.38M 0.01% 767
2020
Q4 		– Sell
-10,000
Closed -$1.41M – 1789
2020
Q3 		$1.41M Buy
10,000
+3,909
+64% +$561K 0.02% 700
2020
Q2 		$826 Buy
6,091
+3,857
+173% +$512K 0.01% 807
2020
Q1 		$279K Sell
2,234
-27,610
-93% -$4.17M ﹤0.01% 1552
2019
Q4 		$4.48M Buy
29,844
+16,521
+124% +$2.57M 0.03% 568
2019
Q3 		$1.98M Buy
13,323
+4,479
+51% +$632K 0.02% 1092
2019
Q2 		$1.13M Sell
8,844
-28,656
-76% -$3.56M 0.01% 1221
2019
Q1 		$4.45M Buy
+37,500
New +$4.17M 0.04% 490
2018
Q4 		– Sell
-9,961
Closed -$1.01M – 2540
2018
Q3 		$1.01M Buy
9,961
+995
+11% +$99.4K 0.01% 1323
2018
Q2 		$878K Buy
8,966
+1,357
+18% +$128K ﹤0.01% 1337
2018
Q1 		$695K Sell
7,609
-13,074
-63% -$1.15M ﹤0.01% 1352
2017
Q4 		$1.92M Buy
+20,683
New +$1.9M 0.01% 1011
2017
Q1 		– Sell
-2,125
Closed -$163K – 2638
2016
Q4 		$163K Buy
+2,125
New +$159K ﹤0.01% 1946
2015
Q4 		– Sell
-9,653
Closed -$654K – 2560
2015
Q3 		$654K Buy
9,653
+9,509
+6,603% +$634K ﹤0.01% 1386
2015
Q2 		$9K Buy
+144
New +$9.12K ﹤0.01% 2849

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jefferies Group's SUI Position: Q3 2022 in Review

Jefferies Group opened a new position in Sun Communities (SUI) in Q3 2022: 8,700 shares worth $1.18M. The stake represents 0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: Jefferies Group previously reported a position in SUI as recently as Q3 2020.

Jefferies Group first reported a position in SUI in Q2 2015 and has held it in 15 quarters since. The position peaked at $4.48M in Q4 2019. 508 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

  • Jefferies Group held 8,700 shares of Sun Communities worth $1.18M as of Q3 2022.
  • Sun Communities was a new Jefferies Group position in Q3 2022.
  • Sun Communities made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #767 holding.
  • Jefferies Group first reported a position in Sun Communities in Q2 2015 and has held it in 15 quarters since.
  • Jefferies Group's Sun Communities position peaked at $4.48M in Q4 2019.
  • 508 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.