Norris Perne & French’s Sun Communities SUI Stock Holding History

Norris Perne & French’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 Q1	–	Sell	-2,393	Closed	-$364K	–	163
2020 Q4	$364K	Sell	2,393 -75	-3%	-$10.9K	0.03%	120
2020 Q3	$347K	Buy	2,468 +138	+6%	+$19.8K	0.04%	112
2020 Q2	$316K	Hold	2,330	–	–	0.04%	104
2020 Q1	$291K	Hold	2,330	–	–	0.04%	90
2019 Q4	$350K	Sell	2,330 -100	-4%	-$15.6K	0.04%	106
2019 Q3	$361K	Sell	2,430 -70	-3%	-$9.88K	0.05%	104
2019 Q2	$320K	Hold	2,500	–	–	0.04%	113
2019 Q1	$296K	Hold	2,500	–	–	0.04%	112
2018 Q4	$254K	Hold	2,500	–	–	0.04%	110
2018 Q3	$254K	Hold	2,500	–	–	0.03%	122
2018 Q2	$245K	Hold	2,500	–	–	0.04%	126
2018 Q1	$228K	Hold	2,500	–	–	0.03%	133
2017 Q4	$232K	Hold	2,500	–	–	0.03%	138
2017 Q3	$214K	Hold	2,500	–	–	0.03%	145
2017 Q2	$219K	Hold	2,500	–	–	0.04%	145
2017 Q1	$201K	Buy	+2,500	New	+$199K	0.04%	150
2016 Q2	–	Sell	-2,800	Closed	-$201K	–	144
2016 Q1	$201K	Buy	+2,800	New	+$189K	0.04%	141

Other funds holding SUI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

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

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

Principal Financial Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management

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

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return