Royal Fund Management’s Sun Communities SUI Stock Holding History

Royal Fund Management’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 Q2	–	Sell	-23	Closed	-$2K	–	517
2020 Q1	$2K	Hold	23	–	–	﹤0.01%	504
2019 Q4	$3K	Hold	23	–	–	﹤0.01%	526
2019 Q3	$3K	Sell	23 -27	-54%	-$3.81K	﹤0.01%	502
2019 Q2	$6K	Hold	50	–	–	﹤0.01%	419
2019 Q1	$5K	Hold	50	–	–	﹤0.01%	439
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	416
2018 Q3	$5K	Hold	50	–	–	﹤0.01%	393
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	442
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	419
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	531
2017 Q3	$4K	Hold	50	–	–	﹤0.01%	383
2017 Q2	$4K	Hold	50	–	–	﹤0.01%	346
2017 Q1	$4K	Hold	50	–	–	﹤0.01%	336
2016 Q4	$3K	Buy	+50	New	+$3.74K	﹤0.01%	340

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royal Fund Management's SUI Position: Q2 2020 in Review

Royal Fund Management sold out of Sun Communities (SUI) in Q2 2020, closing a stake of 23 shares — an estimated $2K sold.

Royal Fund Management first reported a position in SUI in Q4 2016 and held it in 14 quarters. The position peaked at $6K in Q2 2019. 439 funds tracked by Wall St. Rank hold SUI as of Q2 2020.

Royal Fund Management reported no remaining Sun Communities position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 23 Sun Communities shares in Q2 2020, an estimated $2K.
Royal Fund Management first reported a position in Sun Communities in Q4 2016 and held it in 14 quarters.
Royal Fund Management's Sun Communities position peaked at $6K in Q2 2019.
439 funds tracked by Wall St. Rank held Sun Communities as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.