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Squar Milner Financial Services’s Sun Communities SUI Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-1,062
Closed -$132K – 653
2020
Q1 		$132K Buy
1,062
+143
+16% +$21.6K 0.08% 217
2019
Q4 		$137K Buy
+919
New +$143K 0.07% 265
2019
Q3 		– Sell
-301
Closed -$39K – 652
2019
Q2 		$39K Hold
301
– – 0.03% 374
2019
Q1 		$35K Hold
301
– – 0.03% 366
2018
Q4 		$31K Buy
301
+15
+5% +$1.53K 0.03% 346
2018
Q3 		$29K Buy
+286
New +$28.6K 0.03% 370

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Squar Milner Financial Services's SUI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Sun Communities (SUI) in Q2 2020, closing a stake of 1,062 shares — an estimated $132K sold.

Squar Milner Financial Services first reported a position in SUI in Q3 2018 and held it in 6 quarters. The position peaked at $137K in Q4 2019. 439 funds tracked by Wall St. Rank hold SUI as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Sun Communities position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,062 Sun Communities shares in Q2 2020, an estimated $132K.
  • Squar Milner Financial Services first reported a position in Sun Communities in Q3 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's Sun Communities position peaked at $137K in Q4 2019.
  • 439 funds tracked by Wall St. Rank held Sun Communities as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.