Segall Bryant & Hamill’s Sun Communities SUI Stock Holding History

Segall Bryant & Hamill’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 Q4	–	Sell	-2,381	Closed	-$441K	–	735
2021 Q3	$441K	Buy	+2,381	New	+$459K	﹤0.01%	645
2020 Q3	–	Sell	-4,990	Closed	-$677K	–	782
2020 Q2	$677K	Sell	4,990 -5,968	-54%	-$792K	0.01%	524
2020 Q1	$1.37M	Sell	10,958 -329	-3%	-$49.7K	0.03%	398
2019 Q4	$1.69M	Sell	11,287 -3,166	-22%	-$493K	0.03%	418
2019 Q3	$2.15M	Sell	14,453 -5,579	-28%	-$788K	0.03%	398
2019 Q2	$2.57M	Sell	20,032 -3,226	-14%	-$401K	0.04%	364
2019 Q1	$2.76M	Buy	23,258 +1,964	+9%	+$218K	0.04%	356
2018 Q4	$2.17M	Buy	21,294 +5,494	+35%	+$560K	0.04%	391
2018 Q3	$1.6M	Buy	+15,800	New	+$1.58M	0.02%	474

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 $3.38T AUM 44.17% 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

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

Norges Bank Oslo, Norway $1T AUM

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

Segall Bryant & Hamill's SUI Position: Q4 2021 in Review

Segall Bryant & Hamill sold out of Sun Communities (SUI) in Q4 2021, closing a stake of 2,381 shares — an estimated $441K sold.

Segall Bryant & Hamill first reported a position in SUI in Q3 2018 and held it in 9 quarters. The position peaked at $2.76M in Q1 2019. 526 funds tracked by Wall St. Rank hold SUI as of Q4 2021.

Segall Bryant & Hamill reported no remaining Sun Communities position as of Q4 2021 after selling out during the quarter.
Segall Bryant & Hamill sold 2,381 Sun Communities shares in Q4 2021, an estimated $441K.
Segall Bryant & Hamill first reported a position in Sun Communities in Q3 2018 and held it in 9 quarters.
Segall Bryant & Hamill's Sun Communities position peaked at $2.76M in Q1 2019.
526 funds tracked by Wall St. Rank held Sun Communities as of Q4 2021.

Based on Segall Bryant & Hamill's 13F filing for Q4 2021, filed 14 Feb 2022.