Amica Mutual Insurance’s Sun Communities SUI Stock Holding History

Amica Mutual Insurance’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 Q4	–	Sell	-15,816	Closed	-$1.87M	–	129
2023 Q3	$1.87M	Hold	15,816	–	–	0.22%	87
2023 Q2	$2.06M	Sell	15,816 -1,375	-8%	-$184K	0.23%	86
2023 Q1	$2.42M	Hold	17,191	–	–	0.27%	86
2022 Q4	$2.46M	Sell	17,191 -2,359	-12%	-$322K	0.31%	81
2022 Q3	$2.65M	Sell	19,550 -3,414	-15%	-$540K	0.38%	85
2022 Q2	$3.66M	Hold	22,964	–	–	0.46%	72
2022 Q1	$4.03M	Buy	22,964 +1,926	+9%	+$358K	0.47%	74
2021 Q4	$4.42M	Hold	21,038	–	–	0.37%	76
2021 Q3	$3.89M	Hold	21,038	–	–	0.41%	78
2021 Q2	$3.61M	Hold	21,038	–	–	0.38%	87
2021 Q1	$3.16M	Sell	21,038 -8,849	-30%	-$1.31M	0.36%	88
2020 Q4	$4.54M	Sell	29,887 -3,451	-10%	-$499K	0.5%	64
2020 Q3	$4.69M	Buy	33,338 +14,123	+73%	+$2.03M	0.56%	51
2020 Q2	$2.61M	Buy	19,215 +10,678	+125%	+$1.42M	0.32%	96
2020 Q1	$1.07M	Hold	8,537	–	–	0.15%	164
2019 Q4	$1.28M	Hold	8,537	–	–	0.17%	176
2019 Q3	$1.27M	Sell	8,537 -4,312	-34%	-$609K	0.16%	183
2019 Q2	$1.65M	Hold	12,849	–	–	0.21%	129
2019 Q1	$1.52M	Hold	12,849	–	–	0.19%	143
2018 Q4	$1.31M	Sell	12,849 -25,765	-67%	-$2.62M	0.17%	156
2018 Q3	$3.92M	Hold	38,614	–	–	0.41%	63
2018 Q2	$3.78M	Hold	38,614	–	–	0.46%	62
2018 Q1	$3.53M	Hold	38,614	–	–	0.44%	65
2017 Q4	$3.58M	Hold	38,614	–	–	0.35%	78
2017 Q3	$3.31M	Sell	38,614 -12,163	-24%	-$1.08M	0.3%	94
2017 Q2	$4.45M	Hold	50,777	–	–	0.41%	66
2017 Q1	$4.08M	Buy	50,777 +12,163	+31%	+$969K	0.37%	76
2016 Q4	$2.96M	Buy	38,614 +32,614	+544%	+$2.44M	0.26%	98
2016 Q3	$471K	Hold	6,000	–	–	0.04%	339
2016 Q2	$460K	Hold	6,000	–	–	0.04%	335
2016 Q1	$430K	Hold	6,000	–	–	0.04%	334
2015 Q4	$411K	Buy	+6,000	New	+$404K	0.04%	347
2015 Q3	–	Sell	-4,500	Closed	-$278K	–	398
2015 Q2	$278K	Buy	+4,500	New	+$285K	0.02%	349
2014 Q3	–	Sell	-2,177	Closed	-$109K	–	388
2014 Q2	$109K	Hold	2,177	–	–	0.01%	371
2014 Q1	$98K	Hold	2,177	–	–	0.01%	364
2013 Q4	$93K	Hold	2,177	–	–	0.01%	367
2013 Q3	$93K	Hold	2,177	–	–	0.01%	369
2013 Q2	$108K	Buy	+2,177	New	+$110K	0.01%	372

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Amica Mutual Insurance's SUI Position: Q4 2023 in Review

Amica Mutual Insurance sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 15,816 shares — an estimated $1.87M sold.

Amica Mutual Insurance first reported a position in SUI in Q2 2013 and held it in 38 quarters. The position peaked at $4.69M in Q3 2020. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Amica Mutual Insurance reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
Amica Mutual Insurance sold 15,816 Sun Communities shares in Q4 2023, an estimated $1.87M.
Amica Mutual Insurance first reported a position in Sun Communities in Q2 2013 and held it in 38 quarters.
Amica Mutual Insurance's Sun Communities position peaked at $4.69M in Q3 2020.
528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Amica Mutual Insurance's 13F filing for Q4 2023, filed 5 Feb 2024.