AG
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Algert Global’s Sun Communities SUI Stock Holding History

Algert Global’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
Q2 		– Sell
-3,412
Closed -$481K – 1254
2023
Q1 		$481K Buy
+3,412
New +$499K 0.02% 834
2022
Q1 		– Sell
-5,342
Closed -$1.12M – 1303
2021
Q4 		$1.12M Buy
5,342
+958
+22% +$189K 0.14% 239
2021
Q3 		$811K Buy
4,384
+1,403
+47% +$271K 0.11% 332
2021
Q2 		$511K Sell
2,981
-1,700
-36% -$282K 0.17% 187
2021
Q1 		$702K Buy
4,681
+295
+7% +$43.6K 0.22% 159
2020
Q4 		$666K Buy
+4,386
New +$635K 0.19% 175

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM