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TrueWealth LLC’s Sun Communities SUI Stock Holding History

TrueWealth LLC’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
Q2 		$7K Sell
54
-37
-41% -$4.91K ﹤0.01% 533
2020
Q1 		$11K Hold
91
– – 0.01% 446
2019
Q4 		$14K Hold
91
– – 0.01% 423
2019
Q3 		$14K Buy
+91
New +$12.8K 0.01% 418
2019
Q2 		– Hold
0
– – – 440
2019
Q1 		– Hold
0
– – – 448
2018
Q4 		– Hold
0
– – – 455
2018
Q3 		– Hold
0
– – – 510
2018
Q2 		– Hold
0
– – – 514
2018
Q1 		– Hold
0
– – – 416
2017
Q4 		– Hold
0
– – – 462

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TrueWealth LLC's SUI Position: Q2 2020 in Review

TrueWealth LLC reduced its Sun Communities (SUI) stake by 41% in Q2 2020, selling an estimated $4.91K and leaving 54 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

TrueWealth LLC first reported a position in SUI in Q3 2019 and has held it in 4 quarters since. The position peaked at $14K in Q4 2019. 439 funds tracked by Wall St. Rank hold SUI as of Q2 2020.

  • TrueWealth LLC held 54 shares of Sun Communities worth $7K as of Q2 2020.
  • TrueWealth LLC sold 37 Sun Communities shares in Q2 2020, an estimated $4.91K.
  • Sun Communities made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #533 holding.
  • TrueWealth LLC first reported a position in Sun Communities in Q3 2019 and has held it in 4 quarters since.
  • TrueWealth LLC's Sun Communities position peaked at $14K in Q4 2019.
  • 439 funds tracked by Wall St. Rank held Sun Communities as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.