Ashton Thomas Private Wealth’s Sun Communities SUI Stock Holding History

Ashton Thomas Private Wealth’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	-1,034	Closed	-$124K	–	1689
2024 Q2	$124K	Buy	+1,034	New	+$123K	0.01%	702
2022 Q1	–	Sell	-1,439	Closed	-$302K	–	493
2021 Q4	$302K	Buy	1,439 +45	+3%	+$8.86K	0.03%	393
2021 Q3	$258K	Buy	+1,394	New	+$269K	0.04%	322

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

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Ashton Thomas Private Wealth's SUI Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Sun Communities (SUI) in Q3 2024, closing a stake of 1,034 shares — an estimated $124K sold.

Ashton Thomas Private Wealth first reported a position in SUI in Q3 2021 and held it in 3 quarters. The position peaked at $302K in Q4 2021. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

Ashton Thomas Private Wealth reported no remaining Sun Communities position as of Q3 2024 after selling out during the quarter.
Ashton Thomas Private Wealth sold 1,034 Sun Communities shares in Q3 2024, an estimated $124K.
Ashton Thomas Private Wealth first reported a position in Sun Communities in Q3 2021 and held it in 3 quarters.
Ashton Thomas Private Wealth's Sun Communities position peaked at $302K in Q4 2021.
516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.