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Telemus Capital’s Sun Communities SUI Stock Holding History

Telemus Capital’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
Q4 		– Sell
-4,440
Closed -$601K – 345
2022
Q3 		$601K Buy
4,440
+268
+6% +$42.4K 0.06% 197
2022
Q2 		$665K Sell
4,172
-99
-2% -$16.6K 0.06% 215
2022
Q1 		$749K Buy
4,271
+118
+3% +$21.9K 0.07% 193
2021
Q4 		$872K Sell
4,153
-229
-5% -$45.1K 0.07% 190
2021
Q3 		$811K Sell
4,382
-10,332
-70% -$1.99M 0.07% 191
2021
Q2 		$2.52M Sell
14,714
-9,731
-40% -$1.61M 0.18% 99
2021
Q1 		$3.73M Buy
24,445
+11,054
+83% +$1.63M 0.26% 85
2020
Q4 		$2.04M Buy
13,391
+128
+1% +$18.5K 0.15% 116
2020
Q3 		$1.94M Buy
13,263
+135
+1% +$19.4K 0.14% 125
2020
Q2 		$1.78M Buy
13,128
+214
+2% +$28.4K 0.14% 122
2020
Q1 		$1.77M Buy
12,914
+6,579
+104% +$994K 0.15% 121
2019
Q4 		$951K Buy
6,335
+348
+6% +$54.2K 0.07% 187
2019
Q3 		$889K Buy
5,987
+163
+3% +$23K 0.07% 188
2019
Q2 		$775K Sell
5,824
-1,457
-20% -$181K 0.07% 192
2019
Q1 		$863K Buy
7,281
+134
+2% +$14.9K 0.07% 209
2018
Q4 		$727K Sell
7,147
-5
-0.1% -$509 0.06% 216
2018
Q3 		$726K Buy
7,152
+4
+0.1% +$399 0.05% 246
2018
Q2 		$700K Buy
7,148
+84
+1% +$7.9K 0.05% 250
2018
Q1 		$645K Buy
7,064
+13
+0.2% +$1.15K 0.05% 253
2017
Q4 		$654K Buy
7,051
+2,051
+41% +$188K 0.05% 253
2017
Q3 		$428K Sell
5,000
-4,000
-44% -$354K 0.05% 225
2017
Q2 		$789K Buy
9,000
+4,000
+80% +$343K 0.08% 179
2017
Q1 		$402K Hold
5,000
– – 0.04% 249
2016
Q4 		$383K Hold
5,000
– – 0.05% 227
2016
Q3 		$392K Hold
5,000
– – 0.04% 245
2016
Q2 		$383K Hold
5,000
– – 0.05% 242
2016
Q1 		$358K Buy
+5,000
New +$337K 0.06% 230

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Telemus Capital's SUI Position: Q4 2022 in Review

Telemus Capital sold out of Sun Communities (SUI) in Q4 2022, closing a stake of 4,440 shares — an estimated $601K sold.

Telemus Capital first reported a position in SUI in Q1 2016 and held it in 27 quarters. The position peaked at $3.73M in Q1 2021. 511 funds tracked by Wall St. Rank hold SUI as of Q4 2022.

  • Telemus Capital reported no remaining Sun Communities position as of Q4 2022 after selling out during the quarter.
  • Telemus Capital sold 4,440 Sun Communities shares in Q4 2022, an estimated $601K.
  • Telemus Capital first reported a position in Sun Communities in Q1 2016 and held it in 27 quarters.
  • Telemus Capital's Sun Communities position peaked at $3.73M in Q1 2021.
  • 511 funds tracked by Wall St. Rank held Sun Communities as of Q4 2022.

Based on Telemus Capital's 13F filing for Q4 2022, filed 11 Jan 2023.