ZIM
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Zacks Investment Management’s Sun Communities SUI Stock Holding History

Zacks Investment 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
2022
Q1 		– Sell
-19,614
Closed -$4.12M – 658
2021
Q4 		$4.12M Sell
19,614
-1,050
-5% -$207K 0.06% 207
2021
Q3 		$3.83M Buy
+20,664
New +$3.99M 0.06% 208

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Zacks Investment Management's SUI Position: Q1 2022 in Review

Zacks Investment Management sold out of Sun Communities (SUI) in Q1 2022, closing a stake of 19,614 shares — an estimated $4.12M sold.

Zacks Investment Management first reported a position in SUI in Q3 2021 and held it in 2 quarters. The position peaked at $4.12M in Q4 2021. 525 funds tracked by Wall St. Rank hold SUI as of Q1 2022.

  • Zacks Investment Management reported no remaining Sun Communities position as of Q1 2022 after selling out during the quarter.
  • Zacks Investment Management sold 19,614 Sun Communities shares in Q1 2022, an estimated $4.12M.
  • Zacks Investment Management first reported a position in Sun Communities in Q3 2021 and held it in 2 quarters.
  • Zacks Investment Management's Sun Communities position peaked at $4.12M in Q4 2021.
  • 525 funds tracked by Wall St. Rank held Sun Communities as of Q1 2022.

Based on Zacks Investment Management's 13F filing for Q1 2022, filed 13 May 2022.