Banque Cantonale Vaudoise’s Sun Communities SUI Stock Holding History

Banque Cantonale Vaudoise’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	-1,652	Closed	-$195K	–	1182
2023 Q3	$195K	Sell	1,652 -748	-31%	-$94.9K	0.01%	685
2023 Q2	$313K	Hold	2,400	–	–	0.01%	612
2023 Q1	$339K	Hold	2,400	–	–	0.02%	562
2022 Q4	$343K	Hold	2,400	–	–	0.02%	554
2022 Q3	$325K	Hold	2,400	–	–	0.02%	585
2022 Q2	$383K	Hold	2,400	–	–	0.02%	561
2022 Q1	$421K	Hold	2,400	–	–	0.02%	604
2021 Q4	$504K	Buy	2,400 +400	+20%	+$78.8K	0.02%	584
2021 Q3	$370K	Hold	2,000	–	–	0.02%	646
2021 Q2	$343K	Buy	2,000 +1,200	+150%	+$199K	0.02%	705
2021 Q1	$120K	Sell	800 -200	-20%	-$29.5K	0.01%	878
2020 Q4	$151K	Hold	1,000	–	–	0.01%	779
2020 Q3	$140K	Sell	1,000 -1,200	-55%	-$172K	0.01%	774
2020 Q2	$299K	Sell	2,200 -300	-12%	-$39.8K	0.02%	543
2020 Q1	$312K	Sell	2,500 -1,800	-42%	-$272K	0.03%	502
2019 Q4	$645K	Buy	+4,300	New	+$670K	0.04%	385

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

Banque Cantonale Vaudoise's SUI Position: Q4 2023 in Review

Banque Cantonale Vaudoise sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 1,652 shares — an estimated $195K sold.

Banque Cantonale Vaudoise first reported a position in SUI in Q4 2019 and held it in 16 quarters. The position peaked at $645K in Q4 2019. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Banque Cantonale Vaudoise reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
Banque Cantonale Vaudoise sold 1,652 Sun Communities shares in Q4 2023, an estimated $195K.
Banque Cantonale Vaudoise first reported a position in Sun Communities in Q4 2019 and held it in 16 quarters.
Banque Cantonale Vaudoise's Sun Communities position peaked at $645K in Q4 2019.
528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2023, filed 7 Feb 2024.