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Shelton Capital Management’s Sun Communities SUI Stock Holding History

Shelton Capital 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
Q4 		– Sell
-2,290
Closed -$322K – 814
2020
Q3 		$322K Hold
2,290
– – 0.01% 528
2020
Q2 		$311K Sell
2,290
-250
-10% -$33.2K 0.02% 431
2020
Q1 		$317K Hold
2,540
– – 0.02% 382
2019
Q4 		$381K Hold
2,540
– – 0.02% 438
2019
Q3 		$377K Sell
2,540
-850
-25% -$120K 0.02% 434
2019
Q2 		$435K Buy
3,390
+2,988
+743% +$371K 0.03% 387
2019
Q1 		$3.39K Sell
402
-2,988
-88% -$332K 0.01% 687
2018
Q4 		$345K Hold
3,390
– – 0.02% 416
2018
Q3 		$344K Buy
3,390
+1,290
+61% +$129K 0.02% 514
2018
Q2 		$206K Sell
2,100
-100
-5% -$9.4K 0.01% 793
2018
Q1 		$201K Hold
2,200
– – 0.01% 788
2017
Q4 		$204K Buy
+2,200
New +$202K 0.01% 808
2017
Q1 		– Sell
-3,200
Closed -$245K – 898
2016
Q4 		$245K Buy
+3,200
New +$239K 0.02% 727

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Shelton Capital Management's SUI Position: Q4 2020 in Review

Shelton Capital Management sold out of Sun Communities (SUI) in Q4 2020, closing a stake of 2,290 shares — an estimated $322K sold.

Shelton Capital Management first reported a position in SUI in Q4 2016 and held it in 13 quarters. The position peaked at $435K in Q2 2019. 447 funds tracked by Wall St. Rank hold SUI as of Q4 2020.

  • Shelton Capital Management reported no remaining Sun Communities position as of Q4 2020 after selling out during the quarter.
  • Shelton Capital Management sold 2,290 Sun Communities shares in Q4 2020, an estimated $322K.
  • Shelton Capital Management first reported a position in Sun Communities in Q4 2016 and held it in 13 quarters.
  • Shelton Capital Management's Sun Communities position peaked at $435K in Q2 2019.
  • 447 funds tracked by Wall St. Rank held Sun Communities as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.