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Keebeck Wealth Management’s Sun Communities SUI Stock Holding History

Keebeck Wealth 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
2020
Q3 		– Sell
-500
Closed -$68K – 334
2020
Q2 		$68K Buy
+500
New +$66.4K 0.02% 199
2020
Q1 		– Sell
-500
Closed -$75K – 308
2019
Q4 		$75K Buy
+500
New +$77.9K 0.02% 199

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Keebeck Wealth Management's SUI Position: Q3 2020 in Review

Keebeck Wealth Management sold out of Sun Communities (SUI) in Q3 2020, closing a stake of 500 shares — an estimated $68K sold.

Keebeck Wealth Management first reported a position in SUI in Q4 2019 and held it in 2 quarters. The position peaked at $75K in Q4 2019. 433 funds tracked by Wall St. Rank hold SUI as of Q3 2020.

  • Keebeck Wealth Management reported no remaining Sun Communities position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 500 Sun Communities shares in Q3 2020, an estimated $68K.
  • Keebeck Wealth Management first reported a position in Sun Communities in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's Sun Communities position peaked at $75K in Q4 2019.
  • 433 funds tracked by Wall St. Rank held Sun Communities as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.