XK
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Xact Kapitalforvaltning’s Sun Communities SUI Stock Holding History

Xact Kapitalforvaltning’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
Q1 		$2.11M Hold
16,916
– – 0.04% 327
2019
Q4 		$2.54M Buy
16,916
+5,400
+47% +$841K 0.04% 360
2019
Q3 		$1.71M Hold
11,516
– – 0.03% 413
2019
Q2 		$1.48M Hold
11,516
– – 0.03% 443
2019
Q1 		$1.36M Hold
11,516
– – 0.03% 477
2018
Q4 		$1.17M Buy
11,516
+1,600
+16% +$163K 0.03% 490
2018
Q3 		$1.01M Hold
9,916
– – 0.02% 584
2018
Q2 		$971K Hold
9,916
– – 0.02% 587
2018
Q1 		$906K Buy
9,916
+4,700
+90% +$415K 0.02% 585
2017
Q4 		$484K Buy
+5,216
New +$478K 0.01% 689

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Xact Kapitalforvaltning's SUI Position: Q1 2020 in Review

Xact Kapitalforvaltning held its Sun Communities (SUI) position steady in Q1 2020 at 16,916 shares worth $2.11M. The position accounts for 0.04% of the portfolio, ranked #327.

Xact Kapitalforvaltning first reported a position in SUI in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.54M in Q4 2019. 432 funds tracked by Wall St. Rank hold SUI as of Q1 2020.

  • Xact Kapitalforvaltning held 16,916 shares of Sun Communities worth $2.11M as of Q1 2020.
  • Xact Kapitalforvaltning left its Sun Communities share count unchanged in Q1 2020.
  • Sun Communities made up 0.04% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #327 holding.
  • Xact Kapitalforvaltning first reported a position in Sun Communities in Q4 2017 and has held it in 10 quarters since.
  • Xact Kapitalforvaltning's Sun Communities position peaked at $2.54M in Q4 2019.
  • 432 funds tracked by Wall St. Rank held Sun Communities as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.