Benjamin F. Edwards & Company’s Sun Communities SUI Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$19K	Sell	162 -18	-10%	-$2.14K	﹤0.01%	1568
2024 Q1	$23K	Hold	180	–	–	﹤0.01%	1495
2023 Q4	$24K	Buy	+180	New	+$21.7K	﹤0.01%	1447
2020 Q3	–	Sell	-27	Closed	-$4K	–	1762
2020 Q2	$4K	Buy	27 +11	+69%	+$1.46K	﹤0.01%	1496
2020 Q1	$2K	Hold	16	–	–	﹤0.01%	1614
2019 Q4	$2K	Hold	16	–	–	﹤0.01%	1789
2019 Q3	$2K	Hold	16	–	–	﹤0.01%	1763
2019 Q2	$2K	Buy	+16	New	+$1.99K	﹤0.01%	1809

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

Norges Bank Oslo, Norway $1T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Benjamin F. Edwards & Company's SUI Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Sun Communities (SUI) stake by 10% in Q2 2024, selling an estimated $2.14K and leaving 162 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Benjamin F. Edwards & Company first reported a position in SUI in Q2 2019 and has held it in 8 quarters since. The position peaked at $24K in Q4 2023. 507 funds tracked by Wall St. Rank hold SUI as of Q2 2024.

Benjamin F. Edwards & Company held 162 shares of Sun Communities worth $19K as of Q2 2024.
Benjamin F. Edwards & Company sold 18 Sun Communities shares in Q2 2024, an estimated $2.14K.
Sun Communities made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1568 holding.
Benjamin F. Edwards & Company first reported a position in Sun Communities in Q2 2019 and has held it in 8 quarters since.
Benjamin F. Edwards & Company's Sun Communities position peaked at $24K in Q4 2023.
507 funds tracked by Wall St. Rank held Sun Communities as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.