Ledyard National Bank’s Sun Communities SUI Stock Holding History

Ledyard National Bank’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 Q1	–	Sell	-185	Closed	-$19K	–	584
2018 Q4	$19K	Hold	185	–	–	﹤0.01%	529
2018 Q3	$19K	Hold	185	–	–	﹤0.01%	531
2018 Q2	$18K	Hold	185	–	–	﹤0.01%	544
2018 Q1	$17K	Hold	185	–	–	﹤0.01%	576
2017 Q4	$17K	Hold	185	–	–	﹤0.01%	593
2017 Q3	$16K	Hold	185	–	–	﹤0.01%	603
2017 Q2	$16K	Hold	185	–	–	﹤0.01%	559
2017 Q1	$15K	Hold	185	–	–	﹤0.01%	566
2016 Q4	$14K	Hold	185	–	–	﹤0.01%	451
2016 Q3	$15K	Buy	+185	New	+$14.3K	﹤0.01%	444

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return