Better Money Decisions’s Sun Communities SUI Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-55	Closed	-$9K	–	390
2022 Q2	$9K	Buy	+55	New	+$9.23K	0.01%	336
2021 Q4	–	Sell	-55	Closed	-$10K	–	508
2021 Q3	$10K	Hold	55	–	–	0.01%	398
2021 Q2	$9K	Hold	55	–	–	0.01%	403
2021 Q1	$8K	Buy	+55	New	+$8.12K	0.01%	388

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Better Money Decisions's SUI Position: Q3 2022 in Review

Better Money Decisions sold out of Sun Communities (SUI) in Q3 2022, closing a stake of 55 shares — an estimated $9K sold.

Better Money Decisions first reported a position in SUI in Q1 2021 and held it in 4 quarters. The position peaked at $10K in Q3 2021. 509 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

Better Money Decisions reported no remaining Sun Communities position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 55 Sun Communities shares in Q3 2022, an estimated $9K.
Better Money Decisions first reported a position in Sun Communities in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Sun Communities position peaked at $10K in Q3 2021.
509 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.