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	–	368
2023 Q1	$580K	Buy	+4,114	New	+$601K	0.32%	89
2021 Q1	–	Sell	-2,624	Closed	-$399K	–	409
2020 Q4	$399K	Sell	2,624 -6,528	-71%	-$945K	0.04%	259
2020 Q3	$1.29M	Buy	9,152 +5,559	+155%	+$797K	0.12%	163
2020 Q2	$487K	Buy	3,593 +1,389	+63%	+$184K	0.03%	274
2020 Q1	$275K	Buy	+2,204	New	+$333K	0.02%	244
2019 Q4	–	Sell	-15,383	Closed	-$2.28M	–	305
2019 Q3	$2.28M	Sell	15,383 -9,020	-37%	-$1.27M	0.16%	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 $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

Atom Investors's SUI Position: Q4 2024 in Review

Atom Investors sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 12,922 shares — an estimated $1.75M sold.

Atom Investors first reported a position in SUI in Q2 2019 and held it in 11 quarters. The position peaked at $3.13M in Q2 2019. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Atom Investors reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Atom Investors sold 12,922 Sun Communities shares in Q4 2024, an estimated $1.75M.
Atom Investors first reported a position in Sun Communities in Q2 2019 and held it in 11 quarters.
Atom Investors's Sun Communities position peaked at $3.13M in Q2 2019.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Atom Investors's 13F filing for Q4 2024, filed 14 Feb 2025.