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Sowell Financial Services’s Sun Communities SUI Stock Holding History

Sowell Financial Services’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
-15
Closed -$2K – 2445
2021
Q1 		$2K Sell
15
-48
-76% -$7.09K ﹤0.01% 2850
2020
Q4 		$10K Buy
63
+48
+320% +$6.95K ﹤0.01% 2024
2020
Q3 		$2K Hold
15
– – ﹤0.01% 2273
2020
Q2 		$2K Hold
15
– – ﹤0.01% 2205
2020
Q1 		$2K Hold
15
– – ﹤0.01% 2124
2019
Q4 		$2K Hold
15
– – ﹤0.01% 2240
2019
Q3 		$2K Buy
+15
New +$2.12K ﹤0.01% 2136

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
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

Sowell Financial Services's SUI Position: Q2 2021 in Review

Sowell Financial Services sold out of Sun Communities (SUI) in Q2 2021, closing a stake of 15 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in SUI in Q3 2019 and held it in 7 quarters. The position peaked at $10K in Q4 2020. 455 funds tracked by Wall St. Rank hold SUI as of Q2 2021.

  • Sowell Financial Services reported no remaining Sun Communities position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 15 Sun Communities shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Sun Communities in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Sun Communities position peaked at $10K in Q4 2020.
  • 455 funds tracked by Wall St. Rank held Sun Communities as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.