BPCE
SUI icon

Bank Pictet & Cie (Europe)’s Sun Communities SUI Stock Holding History

Bank Pictet & Cie (Europe)’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
-17,837
Closed -$2.38M – 259
2023
Q4 		$2.38M Buy
17,837
+2
+0% +$241 0.07% 108
2023
Q3 		$2.11M Sell
17,835
-347
-2% -$44K 0.07% 108
2023
Q2 		$2.37M Buy
+18,182
New +$2.43M 0.08% 104

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
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

Bank Pictet & Cie (Europe)'s SUI Position: Q1 2024 in Review

Bank Pictet & Cie (Europe) sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 17,837 shares — an estimated $2.38M sold.

Bank Pictet & Cie (Europe) first reported a position in SUI in Q2 2023 and held it in 3 quarters. The position peaked at $2.38M in Q4 2023. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

  • Bank Pictet & Cie (Europe) reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
  • Bank Pictet & Cie (Europe) sold 17,837 Sun Communities shares in Q1 2024, an estimated $2.38M.
  • Bank Pictet & Cie (Europe) first reported a position in Sun Communities in Q2 2023 and held it in 3 quarters.
  • Bank Pictet & Cie (Europe)'s Sun Communities position peaked at $2.38M in Q4 2023.
  • 502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q1 2024, filed 7 May 2024.