LifePlan Financial Group’s Sun Communities SUI Stock Holding History

LifePlan Financial Group’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 Q3	$161K	Hold	1,143	–	–	0.07%	149
2020 Q2	$155K	Hold	1,143	–	–	0.07%	146
2020 Q1	$143K	Hold	1,143	–	–	0.08%	137
2019 Q4	$172K	Hold	1,143	–	–	0.08%	140
2019 Q3	$170K	Hold	1,143	–	–	0.08%	139
2019 Q2	$147K	Hold	1,143	–	–	0.07%	147
2019 Q1	$135K	Hold	1,143	–	–	0.07%	156
2018 Q4	$116K	Hold	1,143	–	–	0.07%	159
2018 Q3	$116K	Hold	1,143	–	–	0.06%	168
2018 Q2	$112K	Hold	1,143	–	–	0.06%	169
2018 Q1	$104K	Buy	+1,143	New	+$101K	0.06%	163

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

LifePlan Financial Group's SUI Position: Q3 2020 in Review

LifePlan Financial Group held its Sun Communities (SUI) position steady in Q3 2020 at 1,143 shares worth $161K. The position accounts for 0.07% of the portfolio, ranked #149.

LifePlan Financial Group first reported a position in SUI in Q1 2018 and has held it in 11 quarters since. The position peaked at $172K in Q4 2019. 432 funds tracked by Wall St. Rank hold SUI as of Q3 2020.

LifePlan Financial Group held 1,143 shares of Sun Communities worth $161K as of Q3 2020.
LifePlan Financial Group left its Sun Communities share count unchanged in Q3 2020.
Sun Communities made up 0.07% of LifePlan Financial Group's portfolio in Q3 2020, its #149 holding.
LifePlan Financial Group first reported a position in Sun Communities in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Sun Communities position peaked at $172K in Q4 2019.
432 funds tracked by Wall St. Rank held Sun Communities as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.