Alpine Bank Wealth Management’s Sun Communities SUI Stock Holding History

Alpine Bank 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 Q3	$52K	Buy	+385	New	+$50.6K	0.01%	249

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

Norges Bank Oslo, Norway $1T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Alpine Bank Wealth Management's SUI Position: Q3 2024 in Review

Alpine Bank Wealth Management opened a new position in Sun Communities (SUI) in Q3 2024: 385 shares worth $52K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings.

516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

Alpine Bank Wealth Management held 385 shares of Sun Communities worth $52K as of Q3 2024.
Sun Communities was a new Alpine Bank Wealth Management position in Q3 2024.
Sun Communities made up 0.01% of Alpine Bank Wealth Management's portfolio in Q3 2024, its #249 holding.
516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.