NuWave Investment Management’s Sun Communities SUI Stock Holding History

NuWave Investment Management’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	-691	Closed	-$110K	–	375
2022 Q2	$110K	Buy	691 +28	+4%	+$4.7K	0.15%	168
2022 Q1	$116K	Buy	+663	New	+$123K	0.16%	173
2021 Q4	–	Sell	-2,357	Closed	-$436K	–	418
2021 Q3	$436K	Buy	2,357 +1,671	+244%	+$322K	0.5%	71
2021 Q2	$118K	Sell	686 -373	-35%	-$61.8K	0.13%	206
2021 Q1	$159K	Buy	+1,059	New	+$156K	0.2%	156
2020 Q4	–	Sell	-16	Closed	-$2K	–	504
2020 Q3	$2K	Buy	+16	New	+$2.29K	﹤0.01%	445

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

NuWave Investment Management's SUI Position: Q3 2022 in Review

NuWave Investment Management sold out of Sun Communities (SUI) in Q3 2022, closing a stake of 691 shares — an estimated $110K sold.

NuWave Investment Management first reported a position in SUI in Q3 2020 and held it in 6 quarters. The position peaked at $436K in Q3 2021. 509 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

NuWave Investment Management reported no remaining Sun Communities position as of Q3 2022 after selling out during the quarter.
NuWave Investment Management sold 691 Sun Communities shares in Q3 2022, an estimated $110K.
NuWave Investment Management first reported a position in Sun Communities in Q3 2020 and held it in 6 quarters.
NuWave Investment Management's Sun Communities position peaked at $436K in Q3 2021.
509 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.