Rowland Carmichael Advisors’s Sun Communities SUI Stock Holding History

Rowland Carmichael 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	$527K	Hold	3,470	–	–	0.17%	136
2020 Q3	$488K	Hold	3,470	–	–	0.19%	129
2020 Q2	$471K	Hold	3,470	–	–	0.2%	130
2020 Q1	$433K	Hold	3,470	–	–	0.22%	125
2019 Q4	$521K	Hold	3,470	–	–	0.18%	139
2019 Q3	$515K	Sell	3,470 -2,680	-44%	-$378K	0.18%	137
2019 Q2	$788K	Hold	6,150	–	–	0.27%	105
2019 Q1	$729K	Sell	6,150 -1,740	-22%	-$193K	0.27%	106
2018 Q4	$802K	Hold	7,890	–	–	0.35%	66
2018 Q3	$801K	Hold	7,890	–	–	0.31%	86
2018 Q2	$772K	Hold	7,890	–	–	0.33%	83
2018 Q1	$721K	Hold	7,890	–	–	0.39%	82
2017 Q4	$732K	Hold	7,890	–	–	0.38%	87
2017 Q3	$676K	Hold	7,890	–	–	0.37%	87
2017 Q2	$692K	Hold	7,890	–	–	0.4%	83
2017 Q1	$634K	Hold	7,890	–	–	0.39%	84
2016 Q4	$604K	Hold	7,890	–	–	0.36%	85
2016 Q3	$619K	Sell	7,890 -200	-2%	-$15.5K	0.39%	83
2016 Q2	$620K	Buy	8,090 +5,200	+180%	+$367K	0.39%	91
2016 Q1	$207K	Buy	+2,890	New	+$195K	0.19%	131

Other funds holding SUI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Rowland Carmichael Advisors's SUI Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Sun Communities (SUI) position steady in Q4 2020 at 3,470 shares worth $527K. The position accounts for 0.17% of the portfolio, ranked #136.

Rowland Carmichael Advisors first reported a position in SUI in Q1 2016 and has held it in 20 quarters since. The position peaked at $802K in Q4 2018. 447 funds tracked by Wall St. Rank hold SUI as of Q4 2020.

Rowland Carmichael Advisors held 3,470 shares of Sun Communities worth $527K as of Q4 2020.
Rowland Carmichael Advisors left its Sun Communities share count unchanged in Q4 2020.
Sun Communities made up 0.17% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #136 holding.
Rowland Carmichael Advisors first reported a position in Sun Communities in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's Sun Communities position peaked at $802K in Q4 2018.
447 funds tracked by Wall St. Rank held Sun Communities as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.