Oppenheimer & Co’s Sun Communities SUI Stock Holding History

Oppenheimer & Co’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 Q2	–	Sell	-3,100	Closed	-$544K	–	1531
2022 Q1	$544K	Hold	3,100	–	–	0.01%	981
2021 Q4	$651K	Hold	3,100	–	–	0.01%	937
2021 Q3	$574K	Hold	3,100	–	–	0.01%	958
2021 Q2	$531K	Hold	3,100	–	–	0.01%	1006
2021 Q1	$465K	Hold	3,100	–	–	0.01%	991
2020 Q4	$471K	Hold	3,100	–	–	0.01%	916
2020 Q3	$436K	Sell	3,100 -5	-0.2%	-$717	0.01%	863
2020 Q2	$421K	Sell	3,105 -9	-0.3%	-$1.2K	0.01%	859
2020 Q1	$389K	Hold	3,114	–	–	0.01%	818
2019 Q4	$467K	Buy	3,114 +5	+0.2%	+$779	0.01%	859
2019 Q3	$461K	Buy	3,109 +9	+0.3%	+$1.27K	0.01%	821
2019 Q2	$398K	Hold	3,100	–	–	0.01%	897
2019 Q1	$368K	Buy	+3,100	New	+$345K	0.01%	952

Other funds holding SUI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Oppenheimer & Co's SUI Position: Q2 2022 in Review

Oppenheimer & Co sold out of Sun Communities (SUI) in Q2 2022, closing a stake of 3,100 shares — an estimated $544K sold.

Oppenheimer & Co first reported a position in SUI in Q1 2019 and held it in 13 quarters. The position peaked at $651K in Q4 2021. 502 funds tracked by Wall St. Rank hold SUI as of Q2 2022.

Oppenheimer & Co reported no remaining Sun Communities position as of Q2 2022 after selling out during the quarter.
Oppenheimer & Co sold 3,100 Sun Communities shares in Q2 2022, an estimated $544K.
Oppenheimer & Co first reported a position in Sun Communities in Q1 2019 and held it in 13 quarters.
Oppenheimer & Co's Sun Communities position peaked at $651K in Q4 2021.
502 funds tracked by Wall St. Rank held Sun Communities as of Q2 2022.

Based on Oppenheimer & Co's 13F filing for Q2 2022, filed 8 Aug 2022.