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Baker Tilly Wealth Management’s Sun Communities SUI Stock Holding History

Baker Tilly Wealth 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
2024
Q1 		– Sell
-2,637
Closed -$352K – 467
2023
Q4 		$352K Sell
2,637
-88
-3% -$10.6K 0.06% 364
2023
Q3 		$322K Buy
2,725
+159
+6% +$20.2K 0.05% 352
2023
Q2 		$335K Buy
2,566
+67
+3% +$8.96K 0.04% 437
2023
Q1 		$352K Buy
2,499
+117
+5% +$17.1K 0.04% 417
2022
Q4 		$341K Sell
2,382
-1,509
-39% -$206K 0.04% 410
2022
Q3 		$527K Sell
3,891
-18
-0.5% -$2.85K 0.07% 282
2022
Q2 		$623K Sell
3,909
-93
-2% -$15.6K 0.08% 253
2022
Q1 		$702K Sell
4,002
-368
-8% -$68.4K 0.08% 259
2021
Q4 		$918K Buy
4,370
+624
+17% +$123K 0.1% 220
2021
Q3 		$693K Buy
3,746
+298
+9% +$57.5K 0.09% 246
2021
Q2 		$591K Buy
3,448
+453
+15% +$75.1K 0.1% 238
2021
Q1 		$449K Buy
2,995
+1,494
+100% +$221K 0.09% 263
2020
Q4 		$228K Buy
+1,501
New +$217K 0.07% 294

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baker Tilly Wealth Management's SUI Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 2,637 shares — an estimated $352K sold.

Baker Tilly Wealth Management first reported a position in SUI in Q4 2020 and held it in 13 quarters. The position peaked at $918K in Q4 2021. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,637 Sun Communities shares in Q1 2024, an estimated $352K.
  • Baker Tilly Wealth Management first reported a position in Sun Communities in Q4 2020 and held it in 13 quarters.
  • Baker Tilly Wealth Management's Sun Communities position peaked at $918K in Q4 2021.
  • 502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.