JLP Asset Management’s Sun Communities SUI Stock Holding History

JLP Asset Management’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	-3,464	Closed	-$594K	–	32
2021 Q2	$594K	Hold	3,464	–	–	0.32%	32
2021 Q1	$520K	Sell	3,464 -1,420	-29%	-$210K	0.33%	33
2020 Q4	$742K	Hold	4,884	–	–	0.49%	29
2020 Q3	$687K	Hold	4,884	–	–	0.6%	28
2020 Q2	$663K	Hold	4,884	–	–	0.53%	28
2020 Q1	$610K	Sell	4,884 -440	-8%	-$66.4K	0.42%	28
2019 Q4	$799K	Sell	5,324 -5,680	-52%	-$885K	0.55%	29
2019 Q3	$1.63M	Sell	11,004 -1,290	-10%	-$182K	1.09%	28
2019 Q2	$1.58M	Hold	12,294	–	–	1.03%	27
2019 Q1	$1.46M	Sell	12,294 -1,710	-12%	-$190K	0.99%	27
2018 Q4	$1.42M	Buy	+14,004	New	+$1.43M	1.27%	28

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 $3.37T AUM 44.26% 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

JLP Asset Management's SUI Position: Q3 2021 in Review

JLP Asset Management sold out of Sun Communities (SUI) in Q3 2021, closing a stake of 3,464 shares — an estimated $594K sold.

JLP Asset Management first reported a position in SUI in Q4 2018 and held it in 11 quarters. The position peaked at $1.63M in Q3 2019. 489 funds tracked by Wall St. Rank hold SUI as of Q3 2021.

JLP Asset Management reported no remaining Sun Communities position as of Q3 2021 after selling out during the quarter.
JLP Asset Management sold 3,464 Sun Communities shares in Q3 2021, an estimated $594K.
JLP Asset Management first reported a position in Sun Communities in Q4 2018 and held it in 11 quarters.
JLP Asset Management's Sun Communities position peaked at $1.63M in Q3 2019.
489 funds tracked by Wall St. Rank held Sun Communities as of Q3 2021.

Based on JLP Asset Management's 13F filing for Q3 2021, filed 28 Oct 2021.