Ashton Thomas Securities’s Sun Communities SUI Stock Holding History

Ashton Thomas Securities’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	-41	Closed	-$5.54K	–	1082
2024 Q3	$5.54K	Buy	+41	New	+$5.39K	﹤0.01%	927

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 $3.37T AUM 44.26% 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

Ashton Thomas Securities's SUI Position: Q4 2024 in Review

Ashton Thomas Securities sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 41 shares — an estimated $5.54K sold.

Ashton Thomas Securities first reported a position in SUI in Q3 2024 and held it in 1 quarter. The position peaked at $5.54K in Q3 2024. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Ashton Thomas Securities reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Ashton Thomas Securities sold 41 Sun Communities shares in Q4 2024, an estimated $5.54K.
Ashton Thomas Securities first reported a position in Sun Communities in Q3 2024 and held it in 1 quarter.
Ashton Thomas Securities's Sun Communities position peaked at $5.54K in Q3 2024.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.