BerganKDV Wealth Management’s Sun Communities SUI Stock Holding History

BerganKDV Wealth 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	$653	Hold	5	–	–	﹤0.01%	791
2023 Q1	$705	Hold	5	–	–	﹤0.01%	942
2022 Q4	$715	Buy	+5	New	+$683	﹤0.01%	913

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Norges Bank Oslo, Norway $1T AUM

BerganKDV Wealth Management's SUI Position: Q2 2023 in Review

BerganKDV Wealth Management held its Sun Communities (SUI) position steady in Q2 2023 at 5 shares worth $653. The position accounts for ﹤0.01% of the portfolio, ranked #791.

BerganKDV Wealth Management first reported a position in SUI in Q4 2022 and has held it in 3 quarters since. The position peaked at $715 in Q4 2022. 504 funds tracked by Wall St. Rank hold SUI as of Q2 2023.

BerganKDV Wealth Management held 5 shares of Sun Communities worth $653 as of Q2 2023.
BerganKDV Wealth Management left its Sun Communities share count unchanged in Q2 2023.
Sun Communities made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #791 holding.
BerganKDV Wealth Management first reported a position in Sun Communities in Q4 2022 and has held it in 3 quarters since.
BerganKDV Wealth Management's Sun Communities position peaked at $715 in Q4 2022.
504 funds tracked by Wall St. Rank held Sun Communities as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.