PI
SUI icon

Putnam Investments’s Sun Communities SUI Stock Holding History

Putnam Investments’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
Q3 		– Sell
-34,884
Closed -$4.73M – 899
2020
Q2 		$4.73M Sell
34,884
-17,336
-33% -$2.3M 0.01% 475
2020
Q1 		$6.52M Buy
52,220
+3,064
+6% +$463K 0.02% 394
2019
Q4 		$7.38M Sell
49,156
-387
-0.8% -$60.3K 0.02% 437
2019
Q3 		$7.36M Buy
+49,543
New +$7M 0.02% 427
2018
Q4 		– Sell
-46,063
Closed -$4.68M – 1080
2018
Q3 		$4.68M Buy
46,063
+230
+0.5% +$23K 0.01% 587
2018
Q2 		$4.49M Buy
+45,833
New +$4.31M 0.01% 559
2013
Q3 		– Sell
-47,501
Closed -$2.36M – 1493
2013
Q2 		$2.36M Buy
+47,501
New +$2.39M 0.01% 1000

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Putnam Investments's SUI Position: Q3 2020 in Review

Putnam Investments sold out of Sun Communities (SUI) in Q3 2020, closing a stake of 34,884 shares — an estimated $4.73M sold.

Putnam Investments first reported a position in SUI in Q2 2013 and held it in 7 quarters. The position peaked at $7.38M in Q4 2019. 433 funds tracked by Wall St. Rank hold SUI as of Q3 2020.

  • Putnam Investments reported no remaining Sun Communities position as of Q3 2020 after selling out during the quarter.
  • Putnam Investments sold 34,884 Sun Communities shares in Q3 2020, an estimated $4.73M.
  • Putnam Investments first reported a position in Sun Communities in Q2 2013 and held it in 7 quarters.
  • Putnam Investments's Sun Communities position peaked at $7.38M in Q4 2019.
  • 433 funds tracked by Wall St. Rank held Sun Communities as of Q3 2020.

Based on Putnam Investments's 13F filing for Q3 2020, filed 16 Nov 2020.