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

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

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

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

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