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Western Asset Management Company’s Sun Communities SUI Stock Holding History

Western Asset Management Company’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
-17
Closed -$3K – 212
2020
Q2 		$3K Buy
+17
New +$2.26K ﹤0.01% 138

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State Street
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Principal Financial Group
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Cohen & Steers
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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

Western Asset Management Company's SUI Position: Q3 2020 in Review

Western Asset Management Company sold out of Sun Communities (SUI) in Q3 2020, closing a stake of 17 shares — an estimated $3K sold.

Western Asset Management Company first reported a position in SUI in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 433 funds tracked by Wall St. Rank hold SUI as of Q3 2020.

  • Western Asset Management Company reported no remaining Sun Communities position as of Q3 2020 after selling out during the quarter.
  • Western Asset Management Company sold 17 Sun Communities shares in Q3 2020, an estimated $3K.
  • Western Asset Management Company first reported a position in Sun Communities in Q2 2020 and held it in 1 quarter.
  • Western Asset Management Company'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 Western Asset Management Company's 13F filing for Q3 2020, filed 12 Nov 2020.