Sigma Planning Corp’s Sun Communities SUI Stock Holding History

Sigma Planning Corp’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	-1,155	Closed	-$214K	–	1463
2021 Q3	$214K	Buy	+1,155	New	+$223K	0.01%	1234

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

Sigma Planning Corp's SUI Position: Q4 2021 in Review

Sigma Planning Corp sold out of Sun Communities (SUI) in Q4 2021, closing a stake of 1,155 shares — an estimated $214K sold.

Sigma Planning Corp first reported a position in SUI in Q3 2021 and held it in 1 quarter. The position peaked at $214K in Q3 2021. 526 funds tracked by Wall St. Rank hold SUI as of Q4 2021.

Sigma Planning Corp reported no remaining Sun Communities position as of Q4 2021 after selling out during the quarter.
Sigma Planning Corp sold 1,155 Sun Communities shares in Q4 2021, an estimated $214K.
Sigma Planning Corp first reported a position in Sun Communities in Q3 2021 and held it in 1 quarter.
Sigma Planning Corp's Sun Communities position peaked at $214K in Q3 2021.
526 funds tracked by Wall St. Rank held Sun Communities as of Q4 2021.

Based on Sigma Planning Corp's 13F filing for Q4 2021, filed 2 Feb 2022.