Next Financial Group’s Sun Communities SUI Stock Holding History

Next Financial Group’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
2021 Q4	$474K	Buy	2,251 +923	+70%	+$182K	0.03%	572
2021 Q3	$247K	Buy	1,328 +16	+1%	+$3.09K	0.02%	743
2021 Q2	$226K	Buy	1,312 +1	+0.1%	+$166	0.02%	781
2021 Q1	$198K	Buy	1,311 +45	+4%	+$6.64K	0.02%	786
2020 Q4	$194K	Buy	1,266 +170	+16%	+$24.6K	0.02%	724
2020 Q3	$155K	Buy	+1,096	New	+$157K	0.02%	706
2020 Q2	–	Sell	-1,201	Closed	-$151K	–	1743
2020 Q1	$151K	Sell	1,201 -495	-29%	-$74.8K	0.02%	628
2019 Q4	$256K	Buy	1,696 +109	+7%	+$17K	0.03%	609
2019 Q3	$236K	Buy	1,587 +1,410	+797%	+$199K	0.03%	599
2019 Q2	$23K	Buy	+177	New	+$22K	﹤0.01%	1412
2019 Q1	–	Sell	-59	Closed	-$6K	–	2085
2018 Q4	$6K	Buy	59 +49	+490%	+$4.99K	﹤0.01%	1514
2018 Q3	$1K	Buy	+10	New	+$999	﹤0.01%	1428

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Next Financial Group's SUI Position: Q4 2021 in Review

Next Financial Group increased its Sun Communities (SUI) stake by 70% in Q4 2021, buying an estimated $182K and bringing the position to 2,251 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #572.

Next Financial Group first reported a position in SUI in Q3 2018 and has held it in 12 quarters since. 525 funds tracked by Wall St. Rank hold SUI as of Q4 2021.

Next Financial Group held 2,251 shares of Sun Communities worth $474K as of Q4 2021.
Next Financial Group bought 923 Sun Communities shares in Q4 2021, an estimated $182K.
Sun Communities made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #572 holding.
Next Financial Group first reported a position in Sun Communities in Q3 2018 and has held it in 12 quarters since.
525 funds tracked by Wall St. Rank held Sun Communities as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.