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Main Street Research’s Sun Communities SUI Stock Holding History

Main Street Research’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
Q1 		– Sell
-103,789
Closed -$15.6M – 104
2019
Q4 		$15.6M Buy
103,789
+2,189
+2% +$341K 2.46% 18
2019
Q3 		$15.1M Buy
101,600
+732
+0.7% +$103K 2.83% 12
2019
Q2 		$12.9M Buy
100,868
+3,719
+4% +$462K 2.91% 21
2019
Q1 		$11.5M Buy
97,149
+8,647
+10% +$961K 3.66% 11
2018
Q4 		$9M Buy
88,502
+9,175
+12% +$935K 3.5% 10
2018
Q3 		$8.05M Buy
79,327
+5,104
+7% +$510K 1.16% 37
2018
Q2 		$7.26M Sell
74,223
-2,792
-4% -$263K 1.14% 38
2018
Q1 		$7.04M Sell
77,015
-81,392
-51% -$7.18M 1.11% 40
2017
Q4 		$14.7M Buy
158,407
+2,377
+2% +$218K 2.24% 13
2017
Q3 		$13.4M Buy
156,030
+945
+0.6% +$83.5K 2.16% 14
2017
Q2 		$13.6M Buy
155,085
+5,045
+3% +$433K 2.22% 11
2017
Q1 		$12.1M Sell
150,040
-175
-0.1% -$13.9K 2.11% 10
2016
Q4 		$11.5M Sell
150,215
-1,200
-0.8% -$89.7K 2.24% 10
2016
Q3 		$11.9M Sell
151,415
-2,140
-1% -$166K 2.32% 6
2016
Q2 		$11.8M Buy
+153,555
New +$10.8M 2.43% 8

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Main Street Research's SUI Position: Q1 2020 in Review

Main Street Research sold out of Sun Communities (SUI) in Q1 2020, closing a stake of 103,789 shares — an estimated $15.6M sold.

Main Street Research first reported a position in SUI in Q2 2016 and held it in 15 quarters. The position peaked at $15.6M in Q4 2019. 432 funds tracked by Wall St. Rank hold SUI as of Q1 2020.

  • Main Street Research reported no remaining Sun Communities position as of Q1 2020 after selling out during the quarter.
  • Main Street Research sold 103,789 Sun Communities shares in Q1 2020, an estimated $15.6M.
  • Main Street Research first reported a position in Sun Communities in Q2 2016 and held it in 15 quarters.
  • Main Street Research's Sun Communities position peaked at $15.6M in Q4 2019.
  • 432 funds tracked by Wall St. Rank held Sun Communities as of Q1 2020.

Based on Main Street Research's 13F filing for Q1 2020, filed 1 May 2020.