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Belpointe Asset Management’s Sun Communities SUI Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-152
Closed -$21.5K – 3042
2023
Q1 		$21.5K Buy
152
+2
+1% +$292 ﹤0.01% 2278
2022
Q4 		$21.4K Buy
+150
New +$20.5K ﹤0.01% 2136

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Belpointe Asset Management's SUI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Sun Communities (SUI) in Q2 2023, closing a stake of 152 shares — an estimated $21.5K sold.

Belpointe Asset Management first reported a position in SUI in Q4 2022 and held it in 2 quarters. The position peaked at $21.5K in Q1 2023. 504 funds tracked by Wall St. Rank hold SUI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Sun Communities position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 152 Sun Communities shares in Q2 2023, an estimated $21.5K.
  • Belpointe Asset Management first reported a position in Sun Communities in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Sun Communities position peaked at $21.5K in Q1 2023.
  • 504 funds tracked by Wall St. Rank held Sun Communities as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.