OI
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Oakbrook Investments’s Sun Communities SUI Stock Holding History

Oakbrook Investments’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
Q1 		– Sell
-1,825
Closed -$274K – 460
2019
Q4 		$274K Sell
1,825
-50
-3% -$7.79K 0.06% 486
2019
Q3 		$278K Buy
1,875
+100
+6% +$14.1K 0.02% 506
2019
Q2 		$228K Buy
+1,775
New +$220K 0.01% 552

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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Oakbrook Investments's SUI Position: Q1 2020 in Review

Oakbrook Investments sold out of Sun Communities (SUI) in Q1 2020, closing a stake of 1,825 shares — an estimated $274K sold.

Oakbrook Investments first reported a position in SUI in Q2 2019 and held it in 3 quarters. The position peaked at $278K in Q3 2019. 431 funds tracked by Wall St. Rank hold SUI as of Q1 2020.

  • Oakbrook Investments reported no remaining Sun Communities position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 1,825 Sun Communities shares in Q1 2020, an estimated $274K.
  • Oakbrook Investments first reported a position in Sun Communities in Q2 2019 and held it in 3 quarters.
  • Oakbrook Investments's Sun Communities position peaked at $278K in Q3 2019.
  • 431 funds tracked by Wall St. Rank held Sun Communities as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.