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Lenox Wealth Advisors’s Sun Communities SUI Stock Holding History

Lenox Wealth Advisors’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
Q2 		– Sell
-38
Closed -$5K – 779
2020
Q1 		$5K Buy
+38
New +$5.74K ﹤0.01% 428
2019
Q2 		– Sell
-40
Closed -$5K – 567
2019
Q1 		$5K Buy
+40
New +$4.45K ﹤0.01% 377

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Lenox Wealth Advisors's SUI Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Sun Communities (SUI) in Q2 2020, closing a stake of 38 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in SUI in Q1 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2020. 439 funds tracked by Wall St. Rank hold SUI as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Sun Communities position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 38 Sun Communities shares in Q2 2020, an estimated $5K.
  • Lenox Wealth Advisors first reported a position in Sun Communities in Q1 2019 and held it in 2 quarters.
  • Lenox Wealth Advisors's Sun Communities position peaked at $5K in Q1 2020.
  • 439 funds tracked by Wall St. Rank held Sun Communities as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.