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Weld Capital Management’s Sun Communities SUI Stock Holding History

Weld 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
2020
Q3 		– Sell
-4,927
Closed -$668K – 651
2020
Q2 		$668K Buy
+4,927
New +$654K 0.26% 137
2019
Q2 		– Sell
-15,089
Closed -$1.79M – 917
2019
Q1 		$1.79M Buy
+15,089
New +$1.68M 0.33% 67

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
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Weld Capital Management's SUI Position: Q3 2020 in Review

Weld Capital Management sold out of Sun Communities (SUI) in Q3 2020, closing a stake of 4,927 shares — an estimated $668K sold.

Weld Capital Management first reported a position in SUI in Q1 2019 and held it in 2 quarters. The position peaked at $1.79M in Q1 2019. 433 funds tracked by Wall St. Rank hold SUI as of Q3 2020.

  • Weld Capital Management reported no remaining Sun Communities position as of Q3 2020 after selling out during the quarter.
  • Weld Capital Management sold 4,927 Sun Communities shares in Q3 2020, an estimated $668K.
  • Weld Capital Management first reported a position in Sun Communities in Q1 2019 and held it in 2 quarters.
  • Weld Capital Management's Sun Communities position peaked at $1.79M in Q1 2019.
  • 433 funds tracked by Wall St. Rank held Sun Communities as of Q3 2020.

Based on Weld Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.