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Navellier & Associates’s Sun Communities SUI Stock Holding History

Navellier & Associates’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
2020
Q2 		– Sell
-33,388
Closed -$4.17M – 275
2020
Q1 		$4.17M Sell
33,388
-1,222
-4% -$185K 0.98% 20
2019
Q4 		$5.2M Buy
34,610
+11,913
+52% +$1.86M 0.84% 33
2019
Q3 		$3.37M Buy
22,697
+950
+4% +$134K 0.56% 45
2019
Q2 		$2.79M Buy
+21,747
New +$2.7M 0.43% 59

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Navellier & Associates's SUI Position: Q2 2020 in Review

Navellier & Associates sold out of Sun Communities (SUI) in Q2 2020, closing a stake of 33,388 shares — an estimated $4.17M sold.

Navellier & Associates first reported a position in SUI in Q2 2019 and held it in 4 quarters. The position peaked at $5.2M in Q4 2019. 439 funds tracked by Wall St. Rank hold SUI as of Q2 2020.

  • Navellier & Associates reported no remaining Sun Communities position as of Q2 2020 after selling out during the quarter.
  • Navellier & Associates sold 33,388 Sun Communities shares in Q2 2020, an estimated $4.17M.
  • Navellier & Associates first reported a position in Sun Communities in Q2 2019 and held it in 4 quarters.
  • Navellier & Associates's Sun Communities position peaked at $5.2M in Q4 2019.
  • 439 funds tracked by Wall St. Rank held Sun Communities as of Q2 2020.

Based on Navellier & Associates's 13F filing for Q2 2020, filed 12 Aug 2020.