Kowal Investment Group’s Sun Communities SUI Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-42	Closed	-$8K	–	832
2021 Q3	$8K	Buy	+42	New	+$8.11K	﹤0.01%	559

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kowal Investment Group's SUI Position: Q4 2021 in Review

Kowal Investment Group sold out of Sun Communities (SUI) in Q4 2021, closing a stake of 42 shares — an estimated $8K sold.

Kowal Investment Group first reported a position in SUI in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 526 funds tracked by Wall St. Rank hold SUI as of Q4 2021.

Kowal Investment Group reported no remaining Sun Communities position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 42 Sun Communities shares in Q4 2021, an estimated $8K.
Kowal Investment Group first reported a position in Sun Communities in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Sun Communities position peaked at $8K in Q3 2021.
526 funds tracked by Wall St. Rank held Sun Communities as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.