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Alta Advisers’s Sun Communities SUI Stock Holding History

Alta Advisers’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 		– Sell
-500
Closed -$60.2K – 438
2024
Q2 		$60.2K Hold
500
– – 0.03% 359
2024
Q1 		$64.3K Hold
500
– – 0.03% 358
2023
Q4 		$66.8K Hold
500
– – 0.04% 347
2023
Q3 		$59.2K Hold
500
– – 0.03% 350
2023
Q2 		$65.2K Hold
500
– – 0.04% 342
2023
Q1 		$70.4K Hold
500
– – 0.04% 323
2022
Q4 		$72K Hold
500
– – 0.04% 315
2022
Q3 		$68K Buy
+500
New +$79.1K 0.04% 324

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Alta Advisers's SUI Position: Q3 2024 in Review

Alta Advisers sold out of Sun Communities (SUI) in Q3 2024, closing a stake of 500 shares — an estimated $60.2K sold.

Alta Advisers first reported a position in SUI in Q3 2022 and held it in 8 quarters. The position peaked at $72K in Q4 2022. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

  • Alta Advisers reported no remaining Sun Communities position as of Q3 2024 after selling out during the quarter.
  • Alta Advisers sold 500 Sun Communities shares in Q3 2024, an estimated $60.2K.
  • Alta Advisers first reported a position in Sun Communities in Q3 2022 and held it in 8 quarters.
  • Alta Advisers's Sun Communities position peaked at $72K in Q4 2022.
  • 516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on Alta Advisers's 13F filing for Q3 2024, filed 8 Nov 2024.