MIFH
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Migdal Insurance & Financial Holdings’s Sun Communities SUI Stock Holding History

Migdal Insurance & Financial Holdings’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
Q3 		– Sell
-3,493
Closed -$557K – 607
2022
Q2 		$557K Sell
3,493
-735
-17% -$123K 0.01% 168
2022
Q1 		$753K Sell
4,228
-295
-7% -$54.8K 0.01% 203
2021
Q4 		$948K Buy
+4,523
New +$891K 0.01% 209

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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

Migdal Insurance & Financial Holdings's SUI Position: Q3 2022 in Review

Migdal Insurance & Financial Holdings sold out of Sun Communities (SUI) in Q3 2022, closing a stake of 3,493 shares — an estimated $557K sold.

Migdal Insurance & Financial Holdings first reported a position in SUI in Q4 2021 and held it in 3 quarters. The position peaked at $948K in Q4 2021. 509 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

  • Migdal Insurance & Financial Holdings reported no remaining Sun Communities position as of Q3 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 3,493 Sun Communities shares in Q3 2022, an estimated $557K.
  • Migdal Insurance & Financial Holdings first reported a position in Sun Communities in Q4 2021 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's Sun Communities position peaked at $948K in Q4 2021.
  • 509 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2022, filed 31 Oct 2022.