Symmetry Partners’s Sun Communities SUI Stock Holding History

Symmetry Partners’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	-1,389	Closed	-$208K	–	668
2021 Q1	$208K	Sell	1,389 -3	-0.2%	-$443	0.01%	622
2020 Q4	$212K	Buy	+1,392	New	+$201K	0.02%	584
2020 Q1	–	Sell	-1,954	Closed	-$293K	–	351
2019 Q4	$293K	Hold	1,954	–	–	0.06%	254
2019 Q3	$290K	Hold	1,954	–	–	0.06%	253
2019 Q2	$250K	Hold	1,954	–	–	0.05%	275
2019 Q1	$232K	Buy	+1,954	New	+$217K	0.04%	284

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Symmetry Partners's SUI Position: Q2 2021 in Review

Symmetry Partners sold out of Sun Communities (SUI) in Q2 2021, closing a stake of 1,389 shares — an estimated $208K sold.

Symmetry Partners first reported a position in SUI in Q1 2019 and held it in 6 quarters. The position peaked at $293K in Q4 2019. 455 funds tracked by Wall St. Rank hold SUI as of Q2 2021.

Symmetry Partners reported no remaining Sun Communities position as of Q2 2021 after selling out during the quarter.
Symmetry Partners sold 1,389 Sun Communities shares in Q2 2021, an estimated $208K.
Symmetry Partners first reported a position in Sun Communities in Q1 2019 and held it in 6 quarters.
Symmetry Partners's Sun Communities position peaked at $293K in Q4 2019.
455 funds tracked by Wall St. Rank held Sun Communities as of Q2 2021.

Based on Symmetry Partners's 13F filing for Q2 2021, filed 7 Jul 2021.