Bank of Montreal’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.02M | Buy |
23,965
+260
| +1% | +$33.6K | ﹤0.01% | 1508 |
|
|
2025
Q4 | $2.94M | Sell |
23,705
-38,169
| -62% | -$4.78M | ﹤0.01% | 1518 |
|
|
2025
Q3 | $7.98M | Buy |
61,874
+26,476
| +75% | +$3.35M | ﹤0.01% | 1143 |
|
|
2025
Q2 | $4.48M | Buy |
35,398
+6,447
| +22% | +$799K | ﹤0.01% | 1286 |
|
|
2025
Q1 | $3.72M | Sell |
28,951
-262
| -0.9% | -$33.5K | ﹤0.01% | 1282 |
|
|
2024
Q4 | $3.59M | Sell |
29,213
-49,761
| -63% | -$6.37M | ﹤0.01% | 1338 |
|
|
2024
Q3 | $10.7M | Buy |
78,974
+47,141
| +148% | +$6.2M | 0.01% | 1013 |
|
|
2024
Q2 | $3.83M | Sell |
31,833
-531
| -2% | -$63.1K | ﹤0.01% | 1373 |
|
|
2024
Q1 | $4.33M | Sell |
32,364
-1,338
| -4% | -$174K | ﹤0.01% | 1291 |
|
|
2023
Q4 | $4.56M | Buy |
33,702
+3,239
| +11% | +$390K | ﹤0.01% | 1318 |
|
|
2023
Q3 | $3.95M | Sell |
30,463
-4,106
| -12% | -$521K | ﹤0.01% | 1372 |
|
|
2023
Q2 | $4.66M | Sell |
34,569
-5,234
| -13% | -$700K | ﹤0.01% | 1368 |
|
|
2023
Q1 | $5.62M | Sell |
39,803
-1,462
| -4% | -$214K | ﹤0.01% | 1190 |
|
|
2022
Q4 | $5.98M | Sell |
41,265
-202,859
| -83% | -$27.7M | ﹤0.01% | 1204 |
|
|
2022
Q3 | $40.5K | Buy |
244,124
+40,684
| +20% | +$6.43M | 0.02% | 432 |
|
|
2022
Q2 | $33.5K | Buy |
203,440
+8,408
| +4% | +$1.41M | 0.02% | 561 |
|
|
2022
Q1 | $34.8M | Sell |
195,032
-2,559
| -1% | -$476K | 0.02% | 588 |
|
|
2021
Q4 | $41.6M | Buy |
197,591
+13,444
| +7% | +$2.65M | 0.02% | 491 |
|
|
2021
Q3 | $34.9M | Buy |
184,147
+99,436
| +117% | +$19.2M | 0.02% | 684 |
|
|
2021
Q2 | $14.8M | Sell |
84,711
-1,491
| -2% | -$247K | 0.01% | 1068 |
|
|
2021
Q1 | $13.2M | Buy |
86,202
+8,269
| +11% | +$1.22M | 0.01% | 873 |
|
|
2020
Q4 | $11.2M | Buy |
77,933
+5,960
| +8% | +$862K | 0.01% | 952 |
|
|
2020
Q3 | $10.6M | Buy |
71,973
+12,390
| +21% | +$1.78M | 0.01% | 836 |
|
|
2020
Q2 | $8.23M | Sell |
59,583
-7,906
| -12% | -$1.05M | 0.01% | 935 |
|
|
2020
Q1 | $7.56M | Buy |
67,489
+15,005
| +29% | +$2.27M | 0.01% | 811 |
|
|
2019
Q4 | $7.88M | Sell |
52,484
-5,058
| -9% | -$788K | 0.01% | 1109 |
|
|
2019
Q3 | $8.54M | Sell |
57,542
-4,378
| -7% | -$618K | 0.01% | 943 |
|
|
2019
Q2 | $7.94M | Buy |
61,920
+6,407
| +12% | +$796K | 0.01% | 999 |
|
|
2019
Q1 | $6.58M | Sell |
55,513
-67,998
| -55% | -$7.56M | 0.01% | 1016 |
|
|
2018
Q4 | $12.6M | Buy |
123,511
+76,135
| +161% | +$7.76M | 0.01% | 717 |
|
|
2018
Q3 | $4.81M | Sell |
47,376
-38,555
| -45% | -$3.85M | ﹤0.01% | 1209 |
|
|
2018
Q2 | $8.41M | Sell |
85,931
-6,648
| -7% | -$625K | 0.01% | 960 |
|
|
2018
Q1 | $8.46M | Buy |
92,579
+6,416
| +7% | +$566K | 0.01% | 929 |
|
|
2017
Q4 | $7.99M | Sell |
86,163
-74,600
| -46% | -$6.84M | 0.01% | 944 |
|
|
2017
Q3 | $13.8M | Buy |
160,763
+43,300
| +37% | +$3.83M | 0.01% | 719 |
|
|
2017
Q2 | $10.3M | Sell |
117,463
-2,541
| -2% | -$218K | 0.01% | 845 |
|
|
2017
Q1 | $9.64M | Sell |
120,004
-96,900
| -45% | -$7.72M | 0.01% | 819 |
|
|
2016
Q4 | $15.7M | Buy |
216,904
+20,457
| +10% | +$1.53M | 0.02% | 642 |
|
|
2016
Q3 | $15.4M | Buy |
196,447
+154,707
| +371% | +$12M | 0.02% | 638 |
|
|
2016
Q2 | $3.2M | Buy |
41,740
+4,784
| +13% | +$338K | ﹤0.01% | 1280 |
|
|
2016
Q1 | $2.65M | Buy |
36,956
+1,419
| +4% | +$95.7K | ﹤0.01% | 1296 |
|
|
2015
Q4 | $2.44M | Sell |
35,537
-22,316
| -39% | -$1.5M | ﹤0.01% | 1313 |
|
|
2015
Q3 | $3.92M | Buy |
57,853
+4,603
| +9% | +$307K | 0.01% | 1035 |
|
|
2015
Q2 | $3.29M | Buy |
53,250
+22,039
| +71% | +$1.4M | ﹤0.01% | 1198 |
|
|
2015
Q1 | $2.08M | Buy |
31,211
+1,359
| +5% | +$91.3K | ﹤0.01% | 1350 |
|
|
2014
Q4 | $1.8M | Sell |
29,852
-2,098
| -7% | -$119K | ﹤0.01% | 1441 |
|
|
2014
Q3 | $1.61M | Buy |
31,950
+2,560
| +9% | +$134K | ﹤0.01% | 1568 |
|
|
2014
Q2 | $1.47M | Buy |
29,390
+1,410
| +5% | +$66.5K | ﹤0.01% | 1570 |
|
|
2014
Q1 | $1.26M | Sell |
27,980
-268
| -0.9% | -$12.1K | ﹤0.01% | 1556 |
|
|
2013
Q4 | $1.2M | Buy |
28,248
+21,685
| +330% | +$922K | ﹤0.01% | 1388 |
|
|
2013
Q3 | $280K | Buy |
6,563
+4,283
| +188% | +$202K | ﹤0.01% | 2086 |
|
|
2013
Q2 | $113K | Buy |
+2,280
| New | +$115K | ﹤0.01% | 2391 |
|
Other funds holding SUI
VPM
VCM
