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Ladenburg Thalmann Financial Services’s Sun Communities SUI Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$1.63M Buy
10,983
+1,636
+18% +$255K 0.01% 982
2019
Q3 		$1.39M Buy
9,347
+4,321
+86% +$610K 0.01% 1022
2019
Q2 		$645K Buy
5,026
+31
+0.6% +$3.85K ﹤0.01% 1545
2019
Q1 		$592K Buy
4,995
+240
+5% +$26.7K ﹤0.01% 1575
2018
Q4 		$483K Sell
4,755
-608
-11% -$61.9K ﹤0.01% 1551
2018
Q3 		$545K Buy
5,363
+310
+6% +$31K ﹤0.01% 1534
2018
Q2 		$462K Hold
5,053
– – ﹤0.01% 1608
2018
Q1 		$462K Sell
5,053
-515
-9% -$45.5K ﹤0.01% 1608
2017
Q4 		$517K Buy
5,568
+450
+9% +$41.3K ﹤0.01% 1529
2017
Q3 		$438K Sell
5,118
-495
-9% -$43.8K ﹤0.01% 1555
2017
Q2 		$491K Buy
5,613
+108
+2% +$9.26K 0.01% 1399
2017
Q1 		$440K Sell
5,505
-165
-3% -$13.1K 0.01% 1393
2016
Q4 		$432K Buy
5,670
+3,114
+122% +$233K 0.01% 1356
2016
Q3 		$199K Buy
2,556
+1,012
+66% +$78.5K ﹤0.01% 1766
2016
Q2 		$114K Buy
1,544
+538
+53% +$38K ﹤0.01% 2060
2016
Q1 		$69K Sell
1,006
-18
-2% -$1.21K ﹤0.01% 2347
2015
Q4 		$69K Sell
1,024
-80
-7% -$5.39K ﹤0.01% 2332
2015
Q3 		$73K Buy
1,104
+13
+1% +$866 ﹤0.01% 2214
2015
Q2 		$68K Buy
1,091
+385
+55% +$24.4K ﹤0.01% 2378
2015
Q1 		$48K Buy
706
+67
+10% +$4.5K ﹤0.01% 2580
2014
Q4 		$37K Sell
639
-31
-5% -$1.76K ﹤0.01% 2549
2014
Q3 		$36K Buy
670
+70
+12% +$3.67K ﹤0.01% 2241
2014
Q2 		$29K Hold
600
– – ﹤0.01% 2395
2014
Q1 		$28K Hold
600
– – ﹤0.01% 2355
2013
Q4 		$24K Sell
600
-174
-22% -$7.4K ﹤0.01% 2429
2013
Q3 		$33K Buy
774
+61
+9% +$2.88K ﹤0.01% 2110
2013
Q2 		$36K Buy
+713
New +$35.9K ﹤0.01% 1951

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SUI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Sun Communities (SUI) stake by 18% in Q4 2019, buying an estimated $255K and bringing the position to 10,983 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #982.

Ladenburg Thalmann Financial Services first reported a position in SUI in Q2 2013 and has held it in 27 quarters since. 463 funds tracked by Wall St. Rank hold SUI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 10,983 shares of Sun Communities worth $1.63M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,636 Sun Communities shares in Q4 2019, an estimated $255K.
  • Sun Communities made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #982 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Sun Communities in Q2 2013 and has held it in 27 quarters since.
  • 463 funds tracked by Wall St. Rank held Sun Communities as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.