Aurora Investment Counsel’s Sun Communities SUI Stock Holding History

Aurora Investment Counsel’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	-10,329	Closed	-$1.81M	–	122
2023 Q4	$1.81M	Sell	10,329 -3,588	-26%	-$432K	1.18%	21
2023 Q3	$1.65M	Buy	13,917 +423	+3%	+$53.7K	1.09%	26
2023 Q2	$1.76M	Sell	13,494 -124	-0.9%	-$16.6K	1.13%	19
2023 Q1	$1.92M	Buy	13,618 +114	+0.8%	+$16.7K	1.25%	14
2022 Q4	$1.93M	Buy	13,504 +3,627	+37%	+$495K	1.33%	9
2022 Q3	$1.34M	Buy	9,877 +327	+3%	+$51.7K	1.01%	34
2022 Q2	$1.52M	Buy	9,550 +227	+2%	+$38.1K	1.1%	24
2022 Q1	$1.63M	Buy	9,323 +502	+6%	+$93.3K	1.04%	30
2021 Q4	$1.85M	Buy	+8,821	New	+$1.74M	1.1%	23

Other funds holding SUI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aurora Investment Counsel's SUI Position: Q1 2024 in Review

Aurora Investment Counsel sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 10,329 shares — an estimated $1.81M sold.

Aurora Investment Counsel first reported a position in SUI in Q4 2021 and held it in 9 quarters. The position peaked at $1.93M in Q4 2022. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

Aurora Investment Counsel reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
Aurora Investment Counsel sold 10,329 Sun Communities shares in Q1 2024, an estimated $1.81M.
Aurora Investment Counsel first reported a position in Sun Communities in Q4 2021 and held it in 9 quarters.
Aurora Investment Counsel's Sun Communities position peaked at $1.93M in Q4 2022.
502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on Aurora Investment Counsel's 13F filing for Q1 2024, filed 4 Jun 2024.