tru Independence’s Sun Communities SUI Stock Holding History

tru Independence’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 Q3	–	Sell	-19	Closed	-$3K	–	788
2020 Q2	$3K	Hold	19	–	–	﹤0.01%	774
2020 Q1	$2K	Hold	19	–	–	﹤0.01%	646
2019 Q4	$2K	Buy	+19	New	+$2.96K	﹤0.01%	830

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

tru Independence's SUI Position: Q3 2020 in Review

tru Independence sold out of Sun Communities (SUI) in Q3 2020, closing a stake of 19 shares — an estimated $3K sold.

tru Independence first reported a position in SUI in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 433 funds tracked by Wall St. Rank hold SUI as of Q3 2020.

tru Independence reported no remaining Sun Communities position as of Q3 2020 after selling out during the quarter.
tru Independence sold 19 Sun Communities shares in Q3 2020, an estimated $3K.
tru Independence first reported a position in Sun Communities in Q4 2019 and held it in 3 quarters.
tru Independence's Sun Communities position peaked at $3K in Q2 2020.
433 funds tracked by Wall St. Rank held Sun Communities as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.