Reilly Financial Advisors’s Sun Communities SUI Stock Holding History

Reilly Financial 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
2021 Q3	–	Sell	-200	Closed	-$34K	–	1044
2021 Q2	$34K	Hold	200	–	–	﹤0.01%	441
2021 Q1	$30K	Hold	200	–	–	﹤0.01%	455
2020 Q4	$30K	Hold	200	–	–	﹤0.01%	412
2020 Q3	$28K	Hold	200	–	–	﹤0.01%	390
2020 Q2	$27K	Hold	200	–	–	﹤0.01%	397
2020 Q1	$25K	Hold	200	–	–	﹤0.01%	398
2019 Q4	$30K	Hold	200	–	–	﹤0.01%	424
2019 Q3	$30K	Hold	200	–	–	﹤0.01%	431
2019 Q2	$26K	Hold	200	–	–	﹤0.01%	479
2019 Q1	$24K	Hold	200	–	–	﹤0.01%	491
2018 Q4	$20K	Hold	200	–	–	﹤0.01%	494
2018 Q3	$20K	Hold	200	–	–	﹤0.01%	564
2018 Q2	$20K	Hold	200	–	–	﹤0.01%	507
2018 Q1	$18K	Sell	200 -11	-5%	-$971	﹤0.01%	528
2017 Q4	$20K	Hold	211	–	–	﹤0.01%	516
2017 Q3	$18K	Hold	211	–	–	﹤0.01%	527
2017 Q2	$19K	Hold	211	–	–	﹤0.01%	511
2017 Q1	$17K	Buy	+211	New	+$16.8K	﹤0.01%	511

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Reilly Financial Advisors's SUI Position: Q3 2021 in Review

Reilly Financial Advisors sold out of Sun Communities (SUI) in Q3 2021, closing a stake of 200 shares — an estimated $34K sold.

Reilly Financial Advisors first reported a position in SUI in Q1 2017 and held it in 18 quarters. The position peaked at $34K in Q2 2021. 489 funds tracked by Wall St. Rank hold SUI as of Q3 2021.

Reilly Financial Advisors reported no remaining Sun Communities position as of Q3 2021 after selling out during the quarter.
Reilly Financial Advisors sold 200 Sun Communities shares in Q3 2021, an estimated $34K.
Reilly Financial Advisors first reported a position in Sun Communities in Q1 2017 and held it in 18 quarters.
Reilly Financial Advisors's Sun Communities position peaked at $34K in Q2 2021.
489 funds tracked by Wall St. Rank held Sun Communities as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.