Sargent Bickham Lagudis’s Sun Communities SUI Stock Holding History

Sargent Bickham Lagudis’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
2022 Q3	–	Sell	-28	Closed	-$4K	–	1114
2022 Q2	$4K	Buy	+28	New	+$4.7K	﹤0.01%	837

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

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

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sargent Bickham Lagudis's SUI Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of Sun Communities (SUI) in Q3 2022, closing a stake of 28 shares — an estimated $4K sold.

Sargent Bickham Lagudis first reported a position in SUI in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 509 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

Sargent Bickham Lagudis reported no remaining Sun Communities position as of Q3 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 28 Sun Communities shares in Q3 2022, an estimated $4K.
Sargent Bickham Lagudis first reported a position in Sun Communities in Q2 2022 and held it in 1 quarter.
Sargent Bickham Lagudis's Sun Communities position peaked at $4K in Q2 2022.
509 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.