BOK Financial’s Sun Communities SUI Stock Holding History

BOK Financial’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	-2	Closed	-$262	–	1441
2024 Q3	$262	Buy	+2	New	+$263	﹤0.01%	1314
2024 Q1	–	Sell	-2,535	Closed	-$339K	–	1324
2023 Q4	$339K	Sell	2,535 -503	-17%	-$60.6K	0.01%	595
2023 Q3	$338K	Sell	3,038 -125	-4%	-$15.9K	0.01%	583
2023 Q2	$413K	Sell	3,163 -6,032	-66%	-$807K	0.01%	576
2023 Q1	$1.3M	Buy	9,195 +1,119	+14%	+$164K	0.03%	421
2022 Q4	$1.15M	Sell	8,076 -1,284	-14%	-$175K	0.02%	478
2022 Q3	$1.27M	Buy	9,360 +591	+7%	+$93.5K	0.03%	452
2022 Q2	$1.4M	Sell	8,769 -393	-4%	-$65.9K	0.03%	447
2022 Q1	$1.61M	Sell	9,162 -300	-3%	-$55.8K	0.03%	459
2021 Q4	$1.99M	Buy	+9,462	New	+$1.86M	0.03%	408
2017 Q4	–	Sell	-2,356	Closed	-$202K	–	1106
2017 Q3	$202K	Buy	2,356 +6	+0.3%	+$530	0.01%	874
2017 Q2	$206K	Buy	+2,350	New	+$201K	0.01%	824
2013 Q4	–	Sell	-45,632	Closed	-$1.95M	–	892
2013 Q3	$1.95M	Sell	45,632 -26,522	-37%	-$1.25M	0.07%	296
2013 Q2	$3.59M	Buy	+72,154	New	+$3.63M	0.14%	158

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

BOK Financial's SUI Position: Q4 2024 in Review

BOK Financial sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 2 shares — an estimated $262 sold.

BOK Financial first reported a position in SUI in Q2 2013 and held it in 14 quarters. The position peaked at $3.59M in Q2 2013. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

BOK Financial reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
BOK Financial sold 2 Sun Communities shares in Q4 2024, an estimated $262.
BOK Financial first reported a position in Sun Communities in Q2 2013 and held it in 14 quarters.
BOK Financial's Sun Communities position peaked at $3.59M in Q2 2013.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.