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AE Wealth Management’s Sun Communities SUI Stock Holding History

AE Wealth 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
2024
Q1 		– Sell
-3,559
Closed -$442K – 1887
2023
Q4 		$442K Buy
3,559
+388
+12% +$46.7K ﹤0.01% 1514
2023
Q3 		$375K Buy
3,171
+259
+9% +$32.9K ﹤0.01% 1513
2023
Q2 		$380K Sell
2,912
-78
-3% -$10.4K ﹤0.01% 1513
2023
Q1 		$421K Sell
2,990
-37
-1% -$5.41K ﹤0.01% 1421
2022
Q4 		$433K Sell
3,027
-2,298
-43% -$314K ﹤0.01% 1368
2022
Q3 		$721K Sell
5,325
-485
-8% -$76.7K 0.01% 1074
2022
Q2 		$926K Buy
5,810
+41
+0.7% +$6.88K 0.01% 912
2022
Q1 		$1.01M Buy
5,769
+596
+12% +$111K 0.01% 914
2021
Q4 		$1.09M Buy
5,173
+260
+5% +$51.2K 0.01% 903
2021
Q3 		$909K Buy
4,913
+597
+14% +$115K 0.01% 900
2021
Q2 		$740K Buy
4,316
+331
+8% +$54.9K 0.01% 955
2021
Q1 		$598K Sell
3,985
-259
-6% -$38.2K 0.01% 947
2020
Q4 		$645K Buy
4,244
+114
+3% +$16.5K 0.01% 872
2020
Q3 		$581K Buy
4,130
+705
+21% +$101K 0.01% 835
2020
Q2 		$465K Buy
3,425
+205
+6% +$27.2K 0.01% 907
2020
Q1 		$402K Sell
3,220
-29
-0.9% -$4.38K 0.01% 756
2019
Q4 		$488K Sell
3,249
-342
-10% -$53.3K 0.01% 745
2019
Q3 		$533K Buy
3,591
+1,005
+39% +$142K 0.02% 597
2019
Q2 		$332K Buy
2,586
+798
+45% +$99.1K 0.01% 716
2019
Q1 		$212K Buy
+1,788
New +$199K 0.01% 579

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AE Wealth Management's SUI Position: Q1 2024 in Review

AE Wealth Management sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 3,559 shares — an estimated $442K sold.

AE Wealth Management first reported a position in SUI in Q1 2019 and held it in 20 quarters. The position peaked at $1.09M in Q4 2021. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

  • AE Wealth Management reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 3,559 Sun Communities shares in Q1 2024, an estimated $442K.
  • AE Wealth Management first reported a position in Sun Communities in Q1 2019 and held it in 20 quarters.
  • AE Wealth Management's Sun Communities position peaked at $1.09M in Q4 2021.
  • 502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.