LCM
LDR Capital Management’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-71,716
| Closed | -$10.6M | – | 24 |
|
|
2019
Q3 | $10.6M | Sell |
71,716
-24,123
| -25% | -$3.58M | 8.1% | 3 |
|
|
2019
Q2 | $12.3M | Buy |
95,839
+21,918
| +30% | +$2.81M | 8.4% | 3 |
|
|
2019
Q1 | $8.76M | Hold |
73,921
| – | – | 7.1% | 4 |
|
|
2018
Q4 | $7.52M | Buy |
73,921
+5,991
| +9% | +$609K | 8.46% | 5 |
|
|
2018
Q3 | $6.9M | Buy |
67,930
+5,529
| +9% | +$561K | 5.61% | 5 |
|
|
2018
Q2 | $6.11M | Sell |
62,401
-768
| -1% | -$75.2K | 5.24% | 4 |
|
|
2018
Q1 | $5.77M | Sell |
63,169
-50,173
| -44% | -$4.58M | 6.68% | 4 |
|
|
2017
Q4 | $10.5M | Buy |
+113,342
| New | +$10.5M | 9.4% | 2 |
|