AssetMark Inc’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.31M | Buy |
11,865
+2,092
| +21% | +$250K | ﹤0.01% | 1042 |
|
|
2026
Q2 | $1.17M | Buy |
9,773
+9,579
| +4,938% | +$1.2M | ﹤0.01% | 1062 |
|
|
2026
Q1 | $24.4K | Buy |
194
+35
| +22% | +$4.52K | ﹤0.01% | 1983 |
|
|
2025
Q4 | $19.6K | Sell |
159
-112
| -41% | -$14K | ﹤0.01% | 2015 |
|
|
2025
Q3 | $34.9K | Buy |
271
+97
| +56% | +$12.3K | ﹤0.01% | 1763 |
|
|
2025
Q2 | $22K | Buy |
174
+138
| +383% | +$17.1K | ﹤0.01% | 1782 |
|
|
2025
Q1 | $4.63K | Buy |
36
+20
| +125% | +$2.56K | ﹤0.01% | 2012 |
|
|
2024
Q4 | $1.97K | Sell |
16
-183
| -92% | -$23.4K | ﹤0.01% | 2128 |
|
|
2024
Q3 | $26.9K | Buy |
199
+190
| +2,111% | +$25K | ﹤0.01% | 1436 |
|
|
2024
Q2 | $1.08K | Buy |
+9
| New | +$1.07K | ﹤0.01% | 1838 |
|
|
2023
Q1 | – | Sell |
-36
| Closed | -$5.15K | – | 1701 |
|
|
2022
Q4 | $5.15K | Hold |
36
| – | – | ﹤0.01% | 1355 |
|
|
2022
Q3 | $5K | Hold |
36
| – | – | ﹤0.01% | 1309 |
|
|
2022
Q2 | $6K | Hold |
36
| – | – | ﹤0.01% | 1287 |
|
|
2022
Q1 | $6K | Hold |
36
| – | – | ﹤0.01% | 1254 |
|
|
2021
Q4 | $8K | Buy |
36
+18
| +100% | +$3.54K | ﹤0.01% | 1182 |
|
|
2021
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 1237 |
|
|
2021
Q2 | $3K | Buy |
+18
| New | +$2.98K | ﹤0.01% | 1172 |
|
|
2020
Q2 | – | Sell |
-465
| Closed | -$58K | – | 1434 |
|
|
2020
Q1 | $58K | Buy |
+465
| New | +$70.2K | ﹤0.01% | 658 |
|
|
2019
Q1 | – | Sell |
-63
| Closed | -$6K | – | 1507 |
|
|
2018
Q4 | $6K | Sell |
63
-74
| -54% | -$7.54K | ﹤0.01% | 1076 |
|
|
2018
Q3 | $14K | Sell |
137
-3
| -2% | -$300 | ﹤0.01% | 997 |
|
|
2018
Q2 | $14K | Buy |
140
+11
| +9% | +$1.03K | ﹤0.01% | 991 |
|
|
2018
Q1 | $12K | Sell |
129
-459
| -78% | -$40.5K | ﹤0.01% | 1016 |
|
|
2017
Q4 | $55K | Buy |
588
+76
| +15% | +$6.97K | ﹤0.01% | 763 |
|
|
2017
Q3 | $44K | Hold |
512
| – | – | ﹤0.01% | 735 |
|
|
2017
Q2 | $45K | Hold |
512
| – | – | ﹤0.01% | 710 |
|
|
2017
Q1 | $41K | Sell |
512
-2
| -0.4% | -$159 | ﹤0.01% | 693 |
|
|
2016
Q4 | $39K | Sell |
514
-21
| -4% | -$1.57K | ﹤0.01% | 690 |
|
|
2016
Q3 | $42K | Buy |
535
+2
| +0.4% | +$155 | ﹤0.01% | 663 |
|
|
2016
Q2 | $41K | Hold |
533
| – | – | ﹤0.01% | 649 |
|
|
2016
Q1 | $38K | Buy |
533
+30
| +6% | +$2.02K | ﹤0.01% | 627 |
|
|
2015
Q4 | $34K | Buy |
+503
| New | +$33.9K | ﹤0.01% | 699 |
|
Other funds holding SUI
AssetMark Inc's SUI Position: Q3 2026 in Review
AssetMark Inc increased its Sun Communities (SUI) stake by 21% in Q3 2026, buying an estimated $250K and bringing the position to 11,865 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1042.
AssetMark Inc first reported a position in SUI in Q4 2015 and has held it in 31 quarters since. 202 funds tracked by Wall St. Rank hold SUI as of Q3 2026.
- AssetMark Inc held 11,865 shares of Sun Communities worth $1.31M as of Q3 2026.
- AssetMark Inc bought 2,092 Sun Communities shares in Q3 2026, an estimated $250K.
- Sun Communities made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1042 holding.
- AssetMark Inc first reported a position in Sun Communities in Q4 2015 and has held it in 31 quarters since.
- 202 funds tracked by Wall St. Rank held Sun Communities as of Q3 2026.
Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.