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TCWP’s Sun Communities SUI Stock Holding History

TCWP’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
2022
Q2 		– Sell
-116
Closed -$20K – 1561
2022
Q1 		$20K Buy
+116
New +$21.6K ﹤0.01% 711

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

TCWP's SUI Position: Q2 2022 in Review

TCWP sold out of Sun Communities (SUI) in Q2 2022, closing a stake of 116 shares — an estimated $20K sold.

TCWP first reported a position in SUI in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 502 funds tracked by Wall St. Rank hold SUI as of Q2 2022.

  • TCWP reported no remaining Sun Communities position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 116 Sun Communities shares in Q2 2022, an estimated $20K.
  • TCWP first reported a position in Sun Communities in Q1 2022 and held it in 1 quarter.
  • TCWP's Sun Communities position peaked at $20K in Q1 2022.
  • 502 funds tracked by Wall St. Rank held Sun Communities as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.