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Atria Wealth Solutions’s Sun Communities SUI Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-2,238
Closed -$301K – 2061
2023
Q4 		$301K Sell
2,238
-62
-3% -$7.47K ﹤0.01% 1498
2023
Q3 		$274K Buy
2,300
+148
+7% +$18.8K ﹤0.01% 1469
2023
Q2 		$283K Sell
2,152
-207
-9% -$27.7K ﹤0.01% 1483
2023
Q1 		$334K Sell
2,359
-8
-0.3% -$1.17K 0.01% 1353
2022
Q4 		$340K Sell
2,367
-19
-0.8% -$2.6K 0.01% 1286
2022
Q3 		$325K Buy
2,386
+960
+67% +$152K 0.01% 1252
2022
Q2 		$229K Buy
1,426
+151
+12% +$25.3K ﹤0.01% 1368
2022
Q1 		$225K Buy
+1,275
New +$237K ﹤0.01% 1506

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return