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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 – 2449
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

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Capital World Investors
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State Street
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Principal Financial Group
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JP Morgan Chase
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return