Jupiter Asset Management’s Sun Communities SUI Stock Holding History

Jupiter 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
2022 Q1	–	Sell	-8,452	Closed	-$1.77M	–	611
2021 Q4	$1.77M	Buy	+8,452	New	+$1.66M	0.02%	370
2021 Q2	–	Sell	-16,782	Closed	-$2.52M	–	672
2021 Q1	$2.52M	Hold	16,782	–	–	0.02%	388
2020 Q4	$2.55M	Buy	16,782 +14,237	+559%	+$2.06M	0.03%	396
2020 Q3	$358K	Buy	+2,545	New	+$365K	﹤0.01%	527

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jupiter Asset Management's SUI Position: Q1 2022 in Review

Jupiter Asset Management sold out of Sun Communities (SUI) in Q1 2022, closing a stake of 8,452 shares — an estimated $1.77M sold.

Jupiter Asset Management first reported a position in SUI in Q3 2020 and held it in 4 quarters. The position peaked at $2.55M in Q4 2020. 525 funds tracked by Wall St. Rank hold SUI as of Q1 2022.

Jupiter Asset Management reported no remaining Sun Communities position as of Q1 2022 after selling out during the quarter.
Jupiter Asset Management sold 8,452 Sun Communities shares in Q1 2022, an estimated $1.77M.
Jupiter Asset Management first reported a position in Sun Communities in Q3 2020 and held it in 4 quarters.
Jupiter Asset Management's Sun Communities position peaked at $2.55M in Q4 2020.
525 funds tracked by Wall St. Rank held Sun Communities as of Q1 2022.

Based on Jupiter Asset Management's 13F filing for Q1 2022, filed 11 May 2022.