Bank Julius Baer & Co
SUI icon

Bank Julius Baer & Co’s Sun Communities SUI Stock Holding History

Bank Julius Baer & Co’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
2026
Q1 		$71.3K Hold
566
– – ﹤0.01% 572
2025
Q4 		$70.1K Hold
566
– – ﹤0.01% 557
2025
Q3 		$73K Hold
566
– – ﹤0.01% 562
2025
Q2 		$71.6K Hold
566
– – ﹤0.01% 523
2025
Q1 		$72.8K Buy
566
+53
+10% +$6.78K ﹤0.01% 515
2024
Q4 		$69.6K Sell
513
-2,541
-83% -$325K ﹤0.01% 513
2024
Q3 		$425K Sell
3,054
-32
-1% -$4.21K ﹤0.01% 340
2024
Q2 		$394K Sell
3,086
-57
-2% -$6.77K ﹤0.01% 292
2024
Q1 		$398K Sell
3,143
-16
-0.5% -$2.08K ﹤0.01% 332
2023
Q4 		$422K Buy
3,159
+2,586
+451% +$311K ﹤0.01% 340
2023
Q3 		$68K Buy
573
+17
+3% +$2.16K ﹤0.01% 453
2023
Q2 		$72K Sell
556
-10
-2% -$1.34K ﹤0.01% 478
2023
Q1 		$80K Hold
566
– – ﹤0.01% 498
2022
Q4 		$81K Buy
566
+9
+2% +$1.23K ﹤0.01% 489
2022
Q3 		$75K Sell
557
-9
-2% -$1.42K ﹤0.01% 479
2022
Q2 		$90K Hold
566
– – ﹤0.01% 493
2022
Q1 		$99K Hold
566
– – ﹤0.01% 485
2021
Q4 		$119K Sell
566
-2,011
-78% -$396K ﹤0.01% 589
2021
Q3 		$477K Sell
2,577
-2
-0.1% -$386 ﹤0.01% 433
2021
Q2 		$442K Sell
2,579
-1,945
-43% -$322K ﹤0.01% 469
2021
Q1 		$679K Buy
+4,524
New +$668K 0.01% 390
2020
Q4 		– Sell
-1,331
Closed -$187K – 849
2020
Q3 		$187K Buy
1,331
+2
+0.2% +$287 ﹤0.01% 520
2020
Q2 		$180K Buy
1,329
+117
+10% +$15.5K ﹤0.01% 484
2020
Q1 		$151K Buy
+1,212
New +$183K ﹤0.01% 437

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank Julius Baer & Co's SUI Position: Q1 2026 in Review

Bank Julius Baer & Co held its Sun Communities (SUI) position steady in Q1 2026 at 566 shares worth $71.3K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Bank Julius Baer & Co first reported a position in SUI in Q1 2020 and has held it in 24 quarters since. The position peaked at $679K in Q1 2021. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Bank Julius Baer & Co held 566 shares of Sun Communities worth $71.3K as of Q1 2026.
  • Bank Julius Baer & Co left its Sun Communities share count unchanged in Q1 2026.
  • Sun Communities made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #572 holding.
  • Bank Julius Baer & Co first reported a position in Sun Communities in Q1 2020 and has held it in 24 quarters since.
  • Bank Julius Baer & Co's Sun Communities position peaked at $679K in Q1 2021.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.