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Wealthcare Capital Management’s Sun Communities SUI Stock Holding History

Wealthcare Capital Management’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
-24
Closed -$4K – 589
2021
Q1 		$4K Buy
+24
New +$3.54K ﹤0.01% 446
2020
Q1 		– Sell
-14
Closed -$2K – 588
2019
Q4 		$2K Buy
+14
New +$2.18K ﹤0.01% 555

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Wealthcare Capital Management's SUI Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Sun Communities (SUI) in Q2 2021, closing a stake of 24 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in SUI in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 455 funds tracked by Wall St. Rank hold SUI as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Sun Communities position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 24 Sun Communities shares in Q2 2021, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Sun Communities in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Sun Communities position peaked at $4K in Q1 2021.
  • 455 funds tracked by Wall St. Rank held Sun Communities as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.