Schroders’s Sun Communities SUI Stock Holding History

Schroders’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	-1,080	Closed	-$172K	–	65
2022 Q2	$172K	Sell	1,080 -618	-36%	-$104K	0.05%	64
2022 Q1	$298K	Buy	+1,698	New	+$316K	0.07%	60

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schroders's SUI Position: Q3 2022 in Review

Schroders sold out of Sun Communities (SUI) in Q3 2022, closing a stake of 1,080 shares — an estimated $172K sold.

Schroders first reported a position in SUI in Q1 2022 and held it in 2 quarters. The position peaked at $298K in Q1 2022. 508 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

Schroders reported no remaining Sun Communities position as of Q3 2022 after selling out during the quarter.
Schroders sold 1,080 Sun Communities shares in Q3 2022, an estimated $172K.
Schroders first reported a position in Sun Communities in Q1 2022 and held it in 2 quarters.
Schroders's Sun Communities position peaked at $298K in Q1 2022.
508 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on Schroders's 13F filing for Q3 2022, filed 24 Oct 2022.