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Lake Point Wealth Management’s Sun Communities SUI Stock Holding History

Lake Point 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
Q1 		$0 Hold
2
– – ﹤0.01% 458
2019
Q4 		$0 Buy
+2
New +$311 ﹤0.01% 627
2019
Q2 		$0 Hold
2
– – ﹤0.01% 688
2019
Q1 		$0 Buy
+2
New +$222 ﹤0.01% 844

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Lake Point Wealth Management's SUI Position: Q1 2020 in Review

Lake Point Wealth Management held its Sun Communities (SUI) position steady in Q1 2020 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Lake Point Wealth Management first reported a position in SUI in Q1 2019 and has held it in 4 quarters since. 431 funds tracked by Wall St. Rank hold SUI as of Q1 2020.

  • Lake Point Wealth Management held 2 shares of Sun Communities worth $0 as of Q1 2020.
  • Lake Point Wealth Management left its Sun Communities share count unchanged in Q1 2020.
  • Sun Communities made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #458 holding.
  • Lake Point Wealth Management first reported a position in Sun Communities in Q1 2019 and has held it in 4 quarters since.
  • 431 funds tracked by Wall St. Rank held Sun Communities as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.