Baker Avenue Asset Management’s Sun Communities SUI Stock Holding History

Baker Avenue Asset Management’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
2023 Q4	–	Sell	-53	Closed	-$6.27K	–	1348
2023 Q3	$6.27K	Buy	53 +45	+563%	+$5.71K	﹤0.01%	879
2023 Q2	$1.04K	Buy	8 +2	+33%	+$268	﹤0.01%	1162
2023 Q1	$845	Buy	6 +2	+50%	+$292	﹤0.01%	1245
2022 Q4	$572	Buy	+4	New	+$546	﹤0.01%	1271

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Baker Avenue Asset Management's SUI Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 53 shares — an estimated $6.27K sold.

Baker Avenue Asset Management first reported a position in SUI in Q4 2022 and held it in 4 quarters. The position peaked at $6.27K in Q3 2023. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Baker Avenue Asset Management reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 53 Sun Communities shares in Q4 2023, an estimated $6.27K.
Baker Avenue Asset Management first reported a position in Sun Communities in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's Sun Communities position peaked at $6.27K in Q3 2023.
528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.