Money Concepts Capital’s Sun Communities SUI Stock Holding History

Money Concepts Capital’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 Q2	–	Sell	-4	Closed	-$1K	–	2496
2022 Q1	$1K	Buy	+4	New	+$743	﹤0.01%	2605

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Money Concepts Capital's SUI Position: Q2 2022 in Review

Money Concepts Capital sold out of Sun Communities (SUI) in Q2 2022, closing a stake of 4 shares — an estimated $1K sold.

Money Concepts Capital first reported a position in SUI in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 502 funds tracked by Wall St. Rank hold SUI as of Q2 2022.

Money Concepts Capital reported no remaining Sun Communities position as of Q2 2022 after selling out during the quarter.
Money Concepts Capital sold 4 Sun Communities shares in Q2 2022, an estimated $1K.
Money Concepts Capital first reported a position in Sun Communities in Q1 2022 and held it in 1 quarter.
Money Concepts Capital's Sun Communities position peaked at $1K in Q1 2022.
502 funds tracked by Wall St. Rank held Sun Communities as of Q2 2022.

Based on Money Concepts Capital's 13F filing for Q2 2022, filed 18 Jul 2022.