Aptus Capital Advisors’s Sun Communities SUI Stock Holding History

Aptus Capital Advisors’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 Q1	–	Sell	-3,206	Closed	-$428K	–	1183
2023 Q4	$428K	Sell	3,206 -242	-7%	-$29.1K	0.01%	406
2023 Q3	$408K	Buy	3,448 +772	+29%	+$98K	0.01%	426
2023 Q2	$349K	Sell	2,676 -307	-10%	-$41.1K	0.01%	378
2023 Q1	$423K	Buy	2,983 +1,203	+68%	+$176K	0.01%	339
2022 Q4	$255K	Sell	1,780 -26,288	-94%	-$3.59M	0.01%	432
2022 Q3	$3.8M	Buy	28,068 +675	+2%	+$107K	0.09%	130
2022 Q2	$4.37M	Buy	27,393 +6,367	+30%	+$1.07M	0.11%	114
2022 Q1	$3.69M	Buy	21,026 +2,916	+16%	+$542K	0.09%	123
2021 Q4	$3.8M	Buy	18,110 +6,488	+56%	+$1.28M	0.11%	115
2021 Q3	$2.15M	Buy	11,622 +4,318	+59%	+$833K	0.06%	157
2021 Q2	$1.25M	Buy	7,304 +648	+10%	+$107K	0.04%	207
2021 Q1	$999K	Buy	+6,656	New	+$983K	0.04%	212
2019 Q1	–	Sell	-3,520	Closed	-$358K	–	327
2018 Q4	$358K	Buy	+3,520	New	+$359K	0.09%	73

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Aptus Capital Advisors's SUI Position: Q1 2024 in Review

Aptus Capital Advisors sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 3,206 shares — an estimated $428K sold.

Aptus Capital Advisors first reported a position in SUI in Q4 2018 and held it in 13 quarters. The position peaked at $4.37M in Q2 2022. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

Aptus Capital Advisors reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
Aptus Capital Advisors sold 3,206 Sun Communities shares in Q1 2024, an estimated $428K.
Aptus Capital Advisors first reported a position in Sun Communities in Q4 2018 and held it in 13 quarters.
Aptus Capital Advisors's Sun Communities position peaked at $4.37M in Q2 2022.
502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on Aptus Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.