Valeo Financial Advisors’s Sun Communities SUI Stock Holding History

Valeo Financial Advisors’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	-23	Closed	-$3K	–	1665
2021 Q1	$3K	Hold	23	–	–	﹤0.01%	1725
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	1481
2020 Q3	$3K	Sell	23 -6	-21%	-$861	﹤0.01%	1366
2020 Q2	$4K	Buy	29 +6	+26%	+$796	﹤0.01%	1626
2020 Q1	$3K	Hold	23	–	–	﹤0.01%	1452
2019 Q4	$3K	Hold	23	–	–	﹤0.01%	1411
2019 Q3	$3K	Hold	23	–	–	﹤0.01%	1333
2019 Q2	$3K	Sell	23 -16	-41%	-$1.99K	﹤0.01%	1350
2019 Q1	$5K	Hold	39	–	–	﹤0.01%	1197
2018 Q4	$4K	Hold	39	–	–	﹤0.01%	1166
2018 Q3	$4K	Hold	39	–	–	﹤0.01%	1294
2018 Q2	$4K	Buy	39 +23	+144%	+$2.16K	﹤0.01%	1206
2018 Q1	$1K	Hold	16	–	–	﹤0.01%	1467
2017 Q4	$1K	Buy	+16	New	+$1.47K	﹤0.01%	1316

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 $3.38T AUM 44.17% 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

Valeo Financial Advisors's SUI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Sun Communities (SUI) in Q2 2021, closing a stake of 23 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in SUI in Q4 2017 and held it in 14 quarters. The position peaked at $5K in Q1 2019. 455 funds tracked by Wall St. Rank hold SUI as of Q2 2021.

Valeo Financial Advisors reported no remaining Sun Communities position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 23 Sun Communities shares in Q2 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in Sun Communities in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's Sun Communities position peaked at $5K in Q1 2019.
455 funds tracked by Wall St. Rank held Sun Communities as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.