PI
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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 $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return