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Winslow Evans & Crocker’s Sun Communities SUI Stock Holding History

Winslow Evans & Crocker’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 		– Sell
-1,226
Closed -$182K – 1160
2019
Q3 		$182K Hold
1,226
– – 0.05% 293
2019
Q2 		$158K Sell
1,226
-10
-0.8% -$1.24K 0.04% 319
2019
Q1 		$148K Buy
1,236
+10
+0.8% +$1.11K 0.04% 318
2018
Q4 		$126K Hold
1,226
– – 0.04% 322
2018
Q3 		$126K Buy
+1,226
New +$122K 0.04% 335

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Winslow Evans & Crocker's SUI Position: Q4 2019 in Review

Winslow Evans & Crocker sold out of Sun Communities (SUI) in Q4 2019, closing a stake of 1,226 shares — an estimated $182K sold.

Winslow Evans & Crocker first reported a position in SUI in Q3 2018 and held it in 5 quarters. The position peaked at $182K in Q3 2019. 463 funds tracked by Wall St. Rank hold SUI as of Q4 2019.

  • Winslow Evans & Crocker reported no remaining Sun Communities position as of Q4 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,226 Sun Communities shares in Q4 2019, an estimated $182K.
  • Winslow Evans & Crocker first reported a position in Sun Communities in Q3 2018 and held it in 5 quarters.
  • Winslow Evans & Crocker's Sun Communities position peaked at $182K in Q3 2019.
  • 463 funds tracked by Wall St. Rank held Sun Communities as of Q4 2019.

Based on Winslow Evans & Crocker's 13F filing for Q4 2019, filed 14 Jan 2020.