Bartlett & Co’s Sun Communities SUI Stock Holding History

Bartlett & Co’s Portfolio SUI Stock Details SUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$63K	Hold	461	–	–	﹤0.01%	660
2023 Q3	$55K	Hold	461	–	–	﹤0.01%	653
2023 Q2	$60K	Hold	461	–	–	﹤0.01%	633
2023 Q1	$65K	Sell	461 -124	-21%	-$17.5K	﹤0.01%	528
2022 Q4	$84K	Hold	585	–	–	﹤0.01%	499
2022 Q3	$79K	Hold	585	–	–	﹤0.01%	491
2022 Q2	$93K	Sell	585 -17	-3%	-$2.7K	﹤0.01%	471
2022 Q1	$106K	Buy	+602	New	+$106K	﹤0.01%	482
2021 Q4	–	Sell	-602	Closed	-$111K	–	830
2021 Q3	$111K	Hold	602	–	–	﹤0.01%	397
2021 Q2	$103K	Sell	602 -20	-3%	-$3.42K	﹤0.01%	406
2021 Q1	$93K	Sell	622 -115	-16%	-$17.2K	﹤0.01%	433
2020 Q4	$112K	Sell	737 -28	-4%	-$4.26K	﹤0.01%	395
2020 Q3	$108K	Hold	765	–	–	﹤0.01%	373
2020 Q2	$104K	Hold	765	–	–	﹤0.01%	374
2020 Q1	$96K	Buy	+765	New	+$96K	﹤0.01%	372
2019 Q3	$114K	Buy	765 +115	+18%	+$17.1K	﹤0.01%	386
2019 Q2	$83K	Hold	650	–	–	﹤0.01%	349
2019 Q1	$77K	Hold	650	–	–	﹤0.01%	353
2018 Q4	$66K	Hold	650	–	–	﹤0.01%	362
2018 Q3	$66K	Hold	650	–	–	﹤0.01%	397
2018 Q2	$64K	Hold	650	–	–	﹤0.01%	396
2018 Q1	$59K	Hold	650	–	–	﹤0.01%	407
2017 Q4	$60K	Hold	650	–	–	﹤0.01%	413
2017 Q3	$56K	Hold	650	–	–	﹤0.01%	422
2017 Q2	$57K	Hold	650	–	–	﹤0.01%	420
2017 Q1	$52K	Hold	650	–	–	﹤0.01%	429
2016 Q4	$50K	Hold	650	–	–	﹤0.01%	430
2016 Q3	$51K	Hold	650	–	–	﹤0.01%	429
2016 Q2	$50K	Hold	650	–	–	﹤0.01%	431
2016 Q1	$47K	Hold	650	–	–	﹤0.01%	429
2015 Q4	$45K	Hold	650	–	–	﹤0.01%	434
2015 Q3	$44K	Hold	650	–	–	﹤0.01%	428
2015 Q2	$40K	Hold	650	–	–	﹤0.01%	464
2015 Q1	$43K	Hold	650	–	–	﹤0.01%	456
2014 Q4	$39K	Hold	650	–	–	﹤0.01%	465
2014 Q3	$33K	Hold	650	–	–	﹤0.01%	483
2014 Q2	$32K	Hold	650	–	–	﹤0.01%	500
2014 Q1	$29K	Hold	650	–	–	﹤0.01%	494
2013 Q4	$28K	Hold	650	–	–	﹤0.01%	476
2013 Q3	$28K	Hold	650	–	–	﹤0.01%	479
2013 Q2	$32K	Buy	+650	New	+$32K	﹤0.01%	453