AF
SUI icon

Allworth Financial’s Sun Communities SUI Stock Holding History

Allworth Financial’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
2026
Q1 		$36.5K Sell
290
-140
-33% -$18.1K ﹤0.01% 2556
2025
Q4 		$53.3K Buy
430
+252
+142% +$31.5K ﹤0.01% 2155
2025
Q3 		$23K Sell
178
-96
-35% -$12.1K ﹤0.01% 2616
2025
Q2 		$34.7K Sell
274
-23
-8% -$2.85K ﹤0.01% 2172
2025
Q1 		$36.3K Buy
297
+22
+8% +$2.81K ﹤0.01% 1722
2024
Q4 		$34.4K Buy
275
+20
+8% +$2.56K ﹤0.01% 1773
2024
Q3 		$34.4K Buy
255
+12
+5% +$1.58K ﹤0.01% 1576
2024
Q2 		$30.8K Buy
243
+129
+113% +$15.3K ﹤0.01% 1609
2024
Q1 		$14.7K Buy
114
+50
+78% +$6.49K ﹤0.01% 1940
2023
Q4 		$8.55K Sell
64
-92
-59% -$11.1K ﹤0.01% 2043
2023
Q3 		$18.5K Buy
156
+3
+2% +$381 ﹤0.01% 1578
2023
Q2 		$20K Sell
153
-9
-6% -$1.2K ﹤0.01% 1540
2023
Q1 		$22.8K Buy
162
+34
+27% +$4.97K ﹤0.01% 1382
2022
Q4 		$18.3K Buy
128
+118
+1,180% +$16.1K ﹤0.01% 1405
2022
Q3 		$1K Sell
10
-138
-93% -$21.8K ﹤0.01% 2506
2022
Q2 		$24K Buy
148
+22
+17% +$3.69K ﹤0.01% 1173
2022
Q1 		$22K Buy
126
+61
+94% +$11.3K ﹤0.01% 1226
2021
Q4 		$14K Buy
65
+6
+10% +$1.18K ﹤0.01% 1274
2021
Q3 		$11K Buy
+59
New +$11.4K ﹤0.01% 1305

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return