Marino Stram & Associates’s Sun Communities SUI Stock Holding History

Marino Stram & Associates’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
2021 Q3	–	Sell	-1,912	Closed	-$328K	–	267
2021 Q2	$328K	Buy	+1,912	New	+$317K	0.09%	190

Other funds holding SUI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Marino Stram & Associates's SUI Position: Q3 2021 in Review

Marino Stram & Associates sold out of Sun Communities (SUI) in Q3 2021, closing a stake of 1,912 shares — an estimated $328K sold.

Marino Stram & Associates first reported a position in SUI in Q2 2021 and held it in 1 quarter. The position peaked at $328K in Q2 2021. 489 funds tracked by Wall St. Rank hold SUI as of Q3 2021.

Marino Stram & Associates reported no remaining Sun Communities position as of Q3 2021 after selling out during the quarter.
Marino Stram & Associates sold 1,912 Sun Communities shares in Q3 2021, an estimated $328K.
Marino Stram & Associates first reported a position in Sun Communities in Q2 2021 and held it in 1 quarter.
Marino Stram & Associates's Sun Communities position peaked at $328K in Q2 2021.
489 funds tracked by Wall St. Rank held Sun Communities as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.