Lenox Wealth Management’s Sun Communities SUI Stock Holding History

Lenox 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 Q2	$116K	Sell	855 -2,154	-72%	-$286K	0.04%	188
2020 Q1	$378K	Sell	3,009 -113	-4%	-$17.1K	0.13%	94
2019 Q4	$471K	Sell	3,122 -122	-4%	-$19K	0.13%	98
2019 Q3	$484K	Sell	3,244 -109	-3%	-$15.4K	0.14%	93
2019 Q2	$432K	Sell	3,353 -180	-5%	-$22.4K	0.13%	91
2019 Q1	$421K	Buy	3,533 +2,591	+275%	+$288K	0.13%	91
2018 Q4	$96K	Hold	942	–	–	0.03%	167
2018 Q3	$96K	Buy	942 +87	+10%	+$8.69K	0.03%	199
2018 Q2	$84K	Hold	855	–	–	0.03%	183
2018 Q1	$78K	Hold	855	–	–	0.03%	179
2017 Q4	$80K	Hold	855	–	–	0.02%	172
2017 Q3	$73K	Hold	855	–	–	0.03%	186
2017 Q2	$76K	Hold	855	–	–	0.03%	176
2017 Q1	$69K	Hold	855	–	–	0.05%	77
2016 Q4	$66K	Hold	855	–	–	0.05%	86
2016 Q3	$67K	Hold	855	–	–	0.05%	83
2016 Q2	$66K	Hold	855	–	–	0.05%	86
2016 Q1	$61K	Hold	855	–	–	0.04%	95
2015 Q4	$59K	Buy	+855	New	+$57.6K	0.05%	103

Other funds holding SUI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Lenox Wealth Management reduced its Sun Communities (SUI) stake by 72% in Q2 2020, selling an estimated $286K and leaving 855 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #188.

Lenox Wealth Management first reported a position in SUI in Q4 2015 and has held it in 19 quarters since. The position peaked at $484K in Q3 2019. 438 funds tracked by Wall St. Rank hold SUI as of Q2 2020.

Lenox Wealth Management held 855 shares of Sun Communities worth $116K as of Q2 2020.
Lenox Wealth Management sold 2,154 Sun Communities shares in Q2 2020, an estimated $286K.
Sun Communities made up 0.04% of Lenox Wealth Management's portfolio in Q2 2020, its #188 holding.
Lenox Wealth Management first reported a position in Sun Communities in Q4 2015 and has held it in 19 quarters since.
Lenox Wealth Management's Sun Communities position peaked at $484K in Q3 2019.
438 funds tracked by Wall St. Rank held Sun Communities as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.