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ShoreHaven Wealth Partners’s Sun Communities SUI Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-8
Closed -$1K – 229
2021
Q1 		$1K Hold
8
– – ﹤0.01% 272
2020
Q4 		$1K Buy
+8
New +$1.16K ﹤0.01% 248

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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

ShoreHaven Wealth Partners's SUI Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Sun Communities (SUI) in Q2 2021, closing a stake of 8 shares — an estimated $1K sold.

ShoreHaven Wealth Partners first reported a position in SUI in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 455 funds tracked by Wall St. Rank hold SUI as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Sun Communities position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 8 Sun Communities shares in Q2 2021, an estimated $1K.
  • ShoreHaven Wealth Partners first reported a position in Sun Communities in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Sun Communities position peaked at $1K in Q1 2021.
  • 455 funds tracked by Wall St. Rank held Sun Communities as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.