Achmea Investment Management’s Sun Communities SUI Stock Holding History

Achmea 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
2023 Q3	–	Sell	-352	Closed	-$46K	–	616
2023 Q2	$46K	Hold	352	–	–	﹤0.01%	570
2023 Q1	$50K	Hold	352	–	–	﹤0.01%	529
2022 Q4	$47K	Sell	352 -9,945	-97%	-$1.36M	﹤0.01%	571
2022 Q3	$1.39M	Sell	10,297 -186	-2%	-$29.4K	0.05%	338
2022 Q2	$1.67M	Hold	10,483	–	–	0.05%	314
2022 Q1	$1.84M	Buy	+10,483	New	+$1.95M	0.05%	347
2021 Q4	–	Sell	-139	Closed	-$25K	–	558
2021 Q3	$25K	Buy	+139	New	+$26.8K	﹤0.01%	574
2020 Q4	–	Sell	-8,184	Closed	-$1.15M	–	497
2020 Q3	$1.15M	Buy	+8,184	New	+$1.17M	0.05%	341
2020 Q1	–	Sell	-35,180	Closed	-$5.28M	–	515
2019 Q4	$5.28M	Buy	35,180 +1,920	+6%	+$299K	0.2%	122
2019 Q3	$4.94M	Buy	33,260 +311	+0.9%	+$43.9K	0.19%	137
2019 Q2	$4.22M	Buy	+32,949	New	+$4.09M	0.16%	159

Other funds holding SUI

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

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

BlackRock New York $6.73T AUM 46.02% 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

Norges Bank Oslo, Norway $1T AUM

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Achmea Investment Management's SUI Position: Q3 2023 in Review

Achmea Investment Management sold out of Sun Communities (SUI) in Q3 2023, closing a stake of 352 shares — an estimated $46K sold.

Achmea Investment Management first reported a position in SUI in Q2 2019 and held it in 11 quarters. The position peaked at $5.28M in Q4 2019. 499 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

Achmea Investment Management reported no remaining Sun Communities position as of Q3 2023 after selling out during the quarter.
Achmea Investment Management sold 352 Sun Communities shares in Q3 2023, an estimated $46K.
Achmea Investment Management first reported a position in Sun Communities in Q2 2019 and held it in 11 quarters.
Achmea Investment Management's Sun Communities position peaked at $5.28M in Q4 2019.
499 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on Achmea Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.