Marshall Wace North America’s Sun Communities SUI Stock Holding History

Marshall Wace North America’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	$13.4M	Buy	+72,582	New	+$14M	0.06%	300
2020 Q2	–	Sell	-2,979	Closed	-$372K	–	1467
2020 Q1	$372K	Sell	2,979 -17,963	-86%	-$2.71M	﹤0.01%	812
2019 Q4	$3.14M	Sell	20,942 -5,272	-20%	-$821K	0.02%	475
2019 Q3	$3.89M	Buy	+26,214	New	+$3.7M	0.02%	413
2019 Q2	–	Sell	-29,322	Closed	-$3.48M	–	1584
2019 Q1	$3.48M	Sell	29,322 -21,698	-43%	-$2.41M	0.02%	385
2018 Q4	$5.19M	Buy	51,020 +31,773	+165%	+$3.24M	0.05%	243
2018 Q3	$1.95M	Buy	+19,247	New	+$1.92M	0.01%	492
2017 Q3	–	Sell	-35,264	Closed	-$3.1M	–	1487
2017 Q2	$3.1M	Buy	+35,264	New	+$3.02M	0.02%	625

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 $3.37T AUM 44.26% 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

Marshall Wace North America's SUI Position: Q3 2021 in Review

Marshall Wace North America opened a new position in Sun Communities (SUI) in Q3 2021: 72,582 shares worth $13.4M. The stake represents 0.06% of the portfolio and ranks #300 among its holdings. This is a return to the name: Marshall Wace North America previously reported a position in SUI as recently as Q1 2020.

Marshall Wace North America first reported a position in SUI in Q2 2017 and has held it in 8 quarters since. 489 funds tracked by Wall St. Rank hold SUI as of Q3 2021.

Marshall Wace North America held 72,582 shares of Sun Communities worth $13.4M as of Q3 2021.
Sun Communities was a new Marshall Wace North America position in Q3 2021.
Sun Communities made up 0.06% of Marshall Wace North America's portfolio in Q3 2021, its #300 holding.
Marshall Wace North America first reported a position in Sun Communities in Q2 2017 and has held it in 8 quarters since.
489 funds tracked by Wall St. Rank held Sun Communities as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.