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McElhenny Sheffield Capital Management’s Sun Communities SUI Stock Holding History

McElhenny Sheffield Capital Management’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
2023
Q1 		– Sell
-46
Closed -$6.58K – 554
2022
Q4 		$6.58K Buy
+46
New +$6.28K ﹤0.01% 364

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

McElhenny Sheffield Capital Management's SUI Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Sun Communities (SUI) in Q1 2023, closing a stake of 46 shares — an estimated $6.58K sold.

McElhenny Sheffield Capital Management first reported a position in SUI in Q4 2022 and held it in 1 quarter. The position peaked at $6.58K in Q4 2022. 504 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Sun Communities position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 46 Sun Communities shares in Q1 2023, an estimated $6.58K.
  • McElhenny Sheffield Capital Management first reported a position in Sun Communities in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Sun Communities position peaked at $6.58K in Q4 2022.
  • 504 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.