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Whitnell & Co’s Sun Communities SUI Stock Holding History

Whitnell & Co’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
2019
Q4 		$301K Hold
2,006
– – 0.09% 132
2019
Q3 		$298K Buy
2,006
+386
+24% +$54.5K 0.1% 128
2019
Q2 		$208K Hold
1,620
– – 0.08% 140
2019
Q1 		$192K Hold
1,620
– – 0.07% 145
2018
Q4 		$165K Hold
1,620
– – 0.07% 145
2018
Q3 		$164K Hold
1,620
– – 0.06% 141
2018
Q2 		$159K Hold
1,620
– – 0.07% 139
2018
Q1 		$148K Hold
1,620
– – 0.06% 140
2017
Q4 		$150K Hold
1,620
– – 0.06% 138
2017
Q3 		$139K Buy
+1,620
New +$143K 0.06% 138

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Whitnell & Co's SUI Position: Q4 2019 in Review

Whitnell & Co held its Sun Communities (SUI) position steady in Q4 2019 at 2,006 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #132.

Whitnell & Co first reported a position in SUI in Q3 2017 and has held it in 10 quarters since. 462 funds tracked by Wall St. Rank hold SUI as of Q4 2019.

  • Whitnell & Co held 2,006 shares of Sun Communities worth $301K as of Q4 2019.
  • Whitnell & Co left its Sun Communities share count unchanged in Q4 2019.
  • Sun Communities made up 0.09% of Whitnell & Co's portfolio in Q4 2019, its #132 holding.
  • Whitnell & Co first reported a position in Sun Communities in Q3 2017 and has held it in 10 quarters since.
  • 462 funds tracked by Wall St. Rank held Sun Communities as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.