Atom Investors’s Sun Communities SUI Stock Holding History

Atom Investors’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	-12,922	Closed	-$1.75M	–	631
2024 Q3	$1.75M	Buy	12,922 +8,578	+197%	+$1.13M	0.18%	173
2024 Q2	$523K	Sell	4,344 -53	-1%	-$6.3K	0.05%	325
2024 Q1	$565K	Buy	4,397 +77	+2%	+$10K	0.07%	314
2023 Q4	$577K	Buy	+4,320	New	+$520K	0.1%	256
2023 Q2	–	Sell	-4,114	Closed	-$580K	–	370
2023 Q1	$580K	Buy	+4,114	New	+$601K	0.32%	89
2021 Q1	–	Sell	-2,624	Closed	-$399K	–	419
2020 Q4	$399K	Sell	2,624 -6,528	-71%	-$945K	0.04%	259
2020 Q3	$1.29M	Buy	9,152 +5,559	+155%	+$797K	0.13%	163
2020 Q2	$487K	Buy	3,593 +1,389	+63%	+$184K	0.05%	274
2020 Q1	$275K	Buy	+2,204	New	+$333K	0.03%	244
2019 Q4	–	Sell	-15,383	Closed	-$2.28M	–	310
2019 Q3	$2.28M	Sell	15,383 -9,020	-37%	-$1.27M	0.17%	150
2019 Q2	$3.13M	Buy	+24,403	New	+$3.03M	0.2%	144

Other funds holding SUI

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return