Apollon Wealth Management’s Sun Communities SUI Stock Holding History

Apollon 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 Q4	–	Sell	-1,500	Closed	-$203K	–	1265
2024 Q3	$203K	Sell	1,500 -184	-11%	-$24.2K	0.01%	1061
2024 Q2	$203K	Sell	1,684 -572	-25%	-$68K	0.01%	1022
2024 Q1	$290K	Sell	2,256 -680	-23%	-$88.3K	0.01%	876
2023 Q4	$392K	Buy	2,936 +147	+5%	+$17.7K	0.01%	738
2023 Q3	$330K	Buy	2,789 +214	+8%	+$27.2K	0.02%	672
2023 Q2	$336K	Sell	2,575 -80	-3%	-$10.7K	0.02%	714
2023 Q1	$374K	Sell	2,655 -12	-0.4%	-$1.75K	0.02%	613
2022 Q4	$381K	Buy	2,667 +38	+1%	+$5.19K	0.03%	591
2022 Q3	$356K	Buy	2,629 +157	+6%	+$24.8K	0.03%	545
2022 Q2	$394K	Buy	2,472 +51	+2%	+$8.56K	0.03%	488
2022 Q1	$424K	Sell	2,421 -98	-4%	-$18.2K	0.03%	504
2021 Q4	$529K	Buy	2,519 +86	+4%	+$16.9K	0.04%	452
2021 Q3	$450K	Buy	+2,433	New	+$469K	0.06%	291

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Apollon Wealth Management's SUI Position: Q4 2024 in Review

Apollon Wealth Management sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 1,500 shares — an estimated $203K sold.

Apollon Wealth Management first reported a position in SUI in Q3 2021 and held it in 13 quarters. The position peaked at $529K in Q4 2021. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Apollon Wealth Management reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Apollon Wealth Management sold 1,500 Sun Communities shares in Q4 2024, an estimated $203K.
Apollon Wealth Management first reported a position in Sun Communities in Q3 2021 and held it in 13 quarters.
Apollon Wealth Management's Sun Communities position peaked at $529K in Q4 2021.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.