Private Ocean’s Sun Communities SUI Stock Holding History

Private Ocean’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 Q2	–	Sell	-155	Closed	-$19K	–	567
2020 Q1	$19K	Buy	+155	New	+$23.4K	0.01%	331

Other funds holding SUI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Private Ocean's SUI Position: Q2 2020 in Review

Private Ocean sold out of Sun Communities (SUI) in Q2 2020, closing a stake of 155 shares — an estimated $19K sold.

Private Ocean first reported a position in SUI in Q1 2020 and held it in 1 quarter. The position peaked at $19K in Q1 2020. 438 funds tracked by Wall St. Rank hold SUI as of Q2 2020.

Private Ocean reported no remaining Sun Communities position as of Q2 2020 after selling out during the quarter.
Private Ocean sold 155 Sun Communities shares in Q2 2020, an estimated $19K.
Private Ocean first reported a position in Sun Communities in Q1 2020 and held it in 1 quarter.
Private Ocean's Sun Communities position peaked at $19K in Q1 2020.
438 funds tracked by Wall St. Rank held Sun Communities as of Q2 2020.

Based on Private Ocean's 13F filing for Q2 2020, filed 24 Jul 2020.