MBA Advisors’s Sun Communities SUI Stock Holding History

MBA Advisors’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
2022 Q1	–	Sell	-1,000	Closed	-$210K	–	157
2021 Q4	$210K	Buy	+1,000	New	+$197K	0.13%	145

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MBA Advisors's SUI Position: Q1 2022 in Review

MBA Advisors sold out of Sun Communities (SUI) in Q1 2022, closing a stake of 1,000 shares — an estimated $210K sold.

MBA Advisors first reported a position in SUI in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 525 funds tracked by Wall St. Rank hold SUI as of Q1 2022.

MBA Advisors reported no remaining Sun Communities position as of Q1 2022 after selling out during the quarter.
MBA Advisors sold 1,000 Sun Communities shares in Q1 2022, an estimated $210K.
MBA Advisors first reported a position in Sun Communities in Q4 2021 and held it in 1 quarter.
MBA Advisors's Sun Communities position peaked at $210K in Q4 2021.
525 funds tracked by Wall St. Rank held Sun Communities as of Q1 2022.

Based on MBA Advisors's 13F filing for Q1 2022, filed 16 May 2022.