OCG
SUI icon

Opus Capital Group’s Sun Communities SUI Stock Holding History

Opus Capital 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
2019
Q1 		– Sell
-7,113
Closed -$723K – 226
2018
Q4 		$723K Buy
7,113
+785
+12% +$80K 0.15% 117
2018
Q3 		$642K Buy
6,328
+3,082
+95% +$308K 0.14% 129
2018
Q2 		$317K Hold
3,246
– – 0.08% 178
2018
Q1 		$297K Buy
3,246
+151
+5% +$13.3K 0.07% 183
2017
Q4 		$287K Buy
3,095
+420
+16% +$38.5K 0.06% 192
2017
Q3 		$229K Sell
2,675
-68
-2% -$6.01K 0.05% 201
2017
Q2 		$241K Sell
2,743
-1,893
-41% -$162K 0.05% 182
2017
Q1 		$372K Buy
+4,636
New +$369K 0.05% 167

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Opus Capital Group's SUI Position: Q1 2019 in Review

Opus Capital Group sold out of Sun Communities (SUI) in Q1 2019, closing a stake of 7,113 shares — an estimated $723K sold.

Opus Capital Group first reported a position in SUI in Q1 2017 and held it in 8 quarters. The position peaked at $723K in Q4 2018. 356 funds tracked by Wall St. Rank hold SUI as of Q1 2019.

  • Opus Capital Group reported no remaining Sun Communities position as of Q1 2019 after selling out during the quarter.
  • Opus Capital Group sold 7,113 Sun Communities shares in Q1 2019, an estimated $723K.
  • Opus Capital Group first reported a position in Sun Communities in Q1 2017 and held it in 8 quarters.
  • Opus Capital Group's Sun Communities position peaked at $723K in Q4 2018.
  • 356 funds tracked by Wall St. Rank held Sun Communities as of Q1 2019.

Based on Opus Capital Group's 13F filing for Q1 2019, filed 30 Apr 2019.