Private Capital Group’s Sun Communities SUI Stock Holding History

Private 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
2022 Q2	$45K	Sell	279 -9	-3%	-$1.51K	0.03%	526
2022 Q1	$51K	Sell	288 -3	-1%	-$558	0.01%	643
2021 Q4	$61K	Sell	291 -2	-0.7%	-$394	0.01%	601
2021 Q3	$55K	Sell	293 -1	-0.3%	-$193	0.01%	635
2021 Q2	$51K	Buy	294 +11	+4%	+$1.82K	0.01%	661
2021 Q1	$43K	Sell	283 -179	-39%	-$26.4K	0.01%	720
2020 Q4	$71K	Buy	462 +231	+100%	+$33.4K	0.01%	635
2020 Q3	$33K	Hold	231	–	–	0.01%	896
2020 Q2	$32K	Sell	231 -9	-4%	-$1.2K	0.01%	912
2020 Q1	$30K	Sell	240 -62	-21%	-$9.36K	0.01%	850
2019 Q4	$45K	Sell	302 -73	-19%	-$11.4K	0.01%	791
2019 Q3	$56K	Sell	375 -42	-10%	-$5.93K	0.01%	728
2019 Q2	$41K	Sell	417 -54	-11%	-$6.71K	0.01%	761
2019 Q1	$56K	Buy	471 +19	+4%	+$2.11K	0.01%	711
2018 Q4	$46K	Sell	452 -10	-2%	-$1.02K	0.01%	711
2018 Q3	$47K	Hold	462	–	–	0.01%	750
2018 Q2	$45K	Buy	462 +24	+5%	+$2.26K	0.01%	744
2018 Q1	$40K	Buy	438 +9	+2%	+$794	0.01%	786
2017 Q4	$40K	Buy	+429	New	+$39.3K	0.01%	778

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

Private Capital Group's SUI Position: Q2 2022 in Review

Private Capital Group reduced its Sun Communities (SUI) stake by 3.1% in Q2 2022, selling an estimated $1.51K and leaving 279 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #526.

Private Capital Group first reported a position in SUI in Q4 2017 and has held it in 19 quarters since. The position peaked at $71K in Q4 2020. 502 funds tracked by Wall St. Rank hold SUI as of Q2 2022.

Private Capital Group held 279 shares of Sun Communities worth $45K as of Q2 2022.
Private Capital Group sold 9 Sun Communities shares in Q2 2022, an estimated $1.51K.
Sun Communities made up 0.03% of Private Capital Group's portfolio in Q2 2022, its #526 holding.
Private Capital Group first reported a position in Sun Communities in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Sun Communities position peaked at $71K in Q4 2020.
502 funds tracked by Wall St. Rank held Sun Communities as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.