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Blue Chip Partners’s Sun Communities SUI Stock Holding History

Blue Chip Partners’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
Q4 		– Sell
-1,192
Closed -$161K – 200
2024
Q3 		$161K Buy
1,192
+7
+0.6% +$920 0.01% 160
2024
Q2 		$143K Sell
1,185
-34
-3% -$4.04K 0.01% 160
2024
Q1 		$157K Buy
1,219
+7
+0.6% +$909 0.02% 149
2023
Q4 		$162K Sell
1,212
-33
-3% -$3.98K 0.02% 155
2023
Q3 		$147K Sell
1,245
-46
-4% -$5.84K 0.02% 154
2023
Q2 		$168K Sell
1,291
-680
-35% -$91K 0.02% 156
2023
Q1 		$278K Buy
1,971
+6
+0.3% +$877 0.03% 119
2022
Q4 		$281K Buy
1,965
+7
+0.4% +$956 0.04% 119
2022
Q3 		$265K Buy
1,958
+5
+0.3% +$791 0.04% 110
2022
Q2 		$311K Sell
1,953
-346
-15% -$58.1K 0.04% 106
2022
Q1 		$403K Buy
2,299
+6
+0.3% +$1.11K 0.05% 101
2021
Q4 		$482K Buy
2,293
+5
+0.2% +$985 0.06% 97
2021
Q3 		$424K Buy
2,288
+6
+0.3% +$1.16K 0.06% 94
2021
Q2 		$391K Buy
2,282
+6
+0.3% +$995 0.06% 93
2021
Q1 		$341K Buy
2,276
+7
+0.3% +$1.03K 0.05% 96
2020
Q4 		$345K Buy
2,269
+12
+0.5% +$1.74K 0.05% 94
2020
Q3 		$317K Buy
2,257
+13
+0.6% +$1.86K 0.06% 86
2020
Q2 		$304K Sell
2,244
-388
-15% -$51.5K 0.06% 82
2020
Q1 		$329K Buy
2,632
+13
+0.5% +$1.96K 0.08% 80
2019
Q4 		$393K Buy
2,619
+12
+0.5% +$1.87K 0.07% 103
2019
Q3 		$387K Buy
2,607
+15
+0.6% +$2.12K 0.08% 94
2019
Q2 		$332K Buy
2,592
+10
+0.4% +$1.24K 0.07% 97
2019
Q1 		$306K Buy
2,582
+11
+0.4% +$1.22K 0.07% 102
2018
Q4 		$262K Buy
2,571
+6
+0.2% +$611 0.07% 117
2018
Q3 		$260K Sell
2,565
-995
-28% -$99.4K 0.06% 104
2018
Q2 		$348K Sell
3,560
-743
-17% -$69.9K 0.09% 96
2018
Q1 		$393K Buy
+4,303
New +$380K 0.11% 97

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Blue Chip Partners's SUI Position: Q4 2024 in Review

Blue Chip Partners sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 1,192 shares — an estimated $161K sold.

Blue Chip Partners first reported a position in SUI in Q1 2018 and held it in 27 quarters. The position peaked at $482K in Q4 2021. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

  • Blue Chip Partners reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
  • Blue Chip Partners sold 1,192 Sun Communities shares in Q4 2024, an estimated $161K.
  • Blue Chip Partners first reported a position in Sun Communities in Q1 2018 and held it in 27 quarters.
  • Blue Chip Partners's Sun Communities position peaked at $482K in Q4 2021.
  • 476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Blue Chip Partners's 13F filing for Q4 2024, filed 31 Jan 2025.