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Pendal Group’s Sun Communities SUI Stock Holding History

Pendal 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
2022
Q4 		$2.54M Sell
17,792
-470
-3% -$64.2K 0.02% 195
2022
Q3 		$2.47M Sell
18,262
-4,280
-19% -$677K 0.02% 192
2022
Q2 		$3.59M Sell
22,542
-1,650
-7% -$277K 0.04% 159
2022
Q1 		$4.24M Buy
24,192
+9,900
+69% +$1.84M 0.03% 158
2021
Q4 		$3M Sell
14,292
-1,179
-8% -$232K 0.02% 201
2021
Q3 		$2.86M Buy
15,471
+1,100
+8% +$212K 0.02% 195
2021
Q2 		$2.46M Sell
14,371
-800
-5% -$133K 0.02% 221
2021
Q1 		$2.28M Sell
15,171
-700
-4% -$103K 0.02% 207
2020
Q4 		$2.41M Buy
15,871
+3,671
+30% +$531K 0.03% 192
2020
Q3 		$1.72M Buy
12,200
+1,100
+10% +$158K 0.02% 193
2020
Q2 		$1.51M Sell
11,100
-200
-2% -$26.5K 0.02% 207
2020
Q1 		$1.41M Buy
11,300
+1,700
+18% +$257K 0.02% 186
2019
Q4 		$1.44M Buy
+9,600
New +$1.5M 0.02% 231

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pendal Group's SUI Position: Q4 2022 in Review

Pendal Group reduced its Sun Communities (SUI) stake by 2.6% in Q4 2022, selling an estimated $64.2K and leaving 17,792 shares worth $2.54M. The position accounts for 0.02% of the portfolio, ranked #195.

Pendal Group first reported a position in SUI in Q4 2019 and has held it in 13 quarters since. The position peaked at $4.24M in Q1 2022. 510 funds tracked by Wall St. Rank hold SUI as of Q4 2022.

  • Pendal Group held 17,792 shares of Sun Communities worth $2.54M as of Q4 2022.
  • Pendal Group sold 470 Sun Communities shares in Q4 2022, an estimated $64.2K.
  • Sun Communities made up 0.02% of Pendal Group's portfolio in Q4 2022, its #195 holding.
  • Pendal Group first reported a position in Sun Communities in Q4 2019 and has held it in 13 quarters since.
  • Pendal Group's Sun Communities position peaked at $4.24M in Q1 2022.
  • 510 funds tracked by Wall St. Rank held Sun Communities as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.