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Sowa Financial Group’s Sun Communities SUI Stock Holding History

Sowa Financial Group’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
Q3 		– Sell
-47
Closed -$6K – 328
2020
Q2 		$6K Hold
47
– – ﹤0.01% 264
2020
Q1 		$6K Hold
47
– – 0.01% 242
2019
Q4 		$7K Buy
+47
New +$7.32K 0.01% 244

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
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sowa Financial Group's SUI Position: Q3 2020 in Review

Sowa Financial Group sold out of Sun Communities (SUI) in Q3 2020, closing a stake of 47 shares — an estimated $6K sold.

Sowa Financial Group first reported a position in SUI in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 433 funds tracked by Wall St. Rank hold SUI as of Q3 2020.

  • Sowa Financial Group reported no remaining Sun Communities position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 47 Sun Communities shares in Q3 2020, an estimated $6K.
  • Sowa Financial Group first reported a position in Sun Communities in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's Sun Communities position peaked at $7K in Q4 2019.
  • 433 funds tracked by Wall St. Rank held Sun Communities as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.