3Chopt Investment Partners’s Sun Communities SUI Stock Holding History

3Chopt Investment Partners’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
2023 Q1	–	Sell	-283	Closed	-$40.7K	–	236
2022 Q4	$40.7K	Buy	+283	New	+$38.6K	0.02%	206

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

3Chopt Investment Partners's SUI Position: Q1 2023 in Review

3Chopt Investment Partners sold out of Sun Communities (SUI) in Q1 2023, closing a stake of 283 shares — an estimated $40.7K sold.

3Chopt Investment Partners first reported a position in SUI in Q4 2022 and held it in 1 quarter. The position peaked at $40.7K in Q4 2022. 504 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

3Chopt Investment Partners reported no remaining Sun Communities position as of Q1 2023 after selling out during the quarter.
3Chopt Investment Partners sold 283 Sun Communities shares in Q1 2023, an estimated $40.7K.
3Chopt Investment Partners first reported a position in Sun Communities in Q4 2022 and held it in 1 quarter.
3Chopt Investment Partners's Sun Communities position peaked at $40.7K in Q4 2022.
504 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.