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Sterling Investment Advisors (Pennsylvania)’s Sun Communities SUI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-25
Closed -$4K – 568
2021
Q1 		$4K Buy
+25
New +$3.69K ﹤0.01% 466

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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 $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SUI Position: Q2 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Sun Communities (SUI) in Q2 2021, closing a stake of 25 shares — an estimated $4K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SUI in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 454 funds tracked by Wall St. Rank hold SUI as of Q2 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Sun Communities position as of Q2 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 25 Sun Communities shares in Q2 2021, an estimated $4K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Sun Communities in Q1 2021 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Sun Communities position peaked at $4K in Q1 2021.
  • 454 funds tracked by Wall St. Rank held Sun Communities as of Q2 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2021, filed 29 Jul 2021.