RA
SUI icon

Rational Advisors’s Sun Communities SUI Stock Holding History

Rational Advisors’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
Q4 		– Sell
-16
Closed -$2K – 546
2020
Q3 		$2K Buy
+16
New +$2.29K ﹤0.01% 495
2013
Q4 		$2.92M Buy
68,500
+12,000
+21% +$510K 0.25% 134
2013
Q3 		$2.41M Buy
+56,500
New +$2.67M 0.18% 170

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Rational Advisors's SUI Position: Q4 2020 in Review

Rational Advisors sold out of Sun Communities (SUI) in Q4 2020, closing a stake of 16 shares — an estimated $2K sold.

Rational Advisors first reported a position in SUI in Q3 2013 and held it in 3 quarters. The position peaked at $2.92M in Q4 2013. 447 funds tracked by Wall St. Rank hold SUI as of Q4 2020.

  • Rational Advisors reported no remaining Sun Communities position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 16 Sun Communities shares in Q4 2020, an estimated $2K.
  • Rational Advisors first reported a position in Sun Communities in Q3 2013 and held it in 3 quarters.
  • Rational Advisors's Sun Communities position peaked at $2.92M in Q4 2013.
  • 447 funds tracked by Wall St. Rank held Sun Communities as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.