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Anchor Investment Management’s Sun Communities SUI Stock Holding History

Anchor Investment 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
Q2 		– Sell
-50
Closed -$6.43K – 1055
2024
Q1 		$6.43K Buy
+50
New +$6.49K ﹤0.01% 841

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Anchor Investment Management's SUI Position: Q2 2024 in Review

Anchor Investment Management sold out of Sun Communities (SUI) in Q2 2024, closing a stake of 50 shares — an estimated $6.43K sold.

Anchor Investment Management first reported a position in SUI in Q1 2024 and held it in 1 quarter. The position peaked at $6.43K in Q1 2024. 507 funds tracked by Wall St. Rank hold SUI as of Q2 2024.

  • Anchor Investment Management reported no remaining Sun Communities position as of Q2 2024 after selling out during the quarter.
  • Anchor Investment Management sold 50 Sun Communities shares in Q2 2024, an estimated $6.43K.
  • Anchor Investment Management first reported a position in Sun Communities in Q1 2024 and held it in 1 quarter.
  • Anchor Investment Management's Sun Communities position peaked at $6.43K in Q1 2024.
  • 507 funds tracked by Wall St. Rank held Sun Communities as of Q2 2024.

Based on Anchor Investment Management's 13F filing for Q2 2024, filed 20 Sep 2024.