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Bristlecone Advisors’s Sun Communities SUI Stock Holding History

Bristlecone Advisors’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
2025
Q2 		– Sell
-9,181
Closed -$1.18M – 360
2025
Q1 		$1.18M Buy
9,181
+61
+0.7% +$7.8K 0.1% 139
2024
Q4 		$1.12M Buy
9,120
+3,565
+64% +$456K 0.09% 140
2024
Q3 		$751K Buy
5,555
+1,900
+52% +$250K 0.06% 157
2024
Q2 		$440K Buy
3,655
+85
+2% +$10.1K 0.04% 194
2024
Q1 		$459K Sell
3,570
-9
-0.3% -$1.17K 0.04% 194
2023
Q4 		$478K Buy
3,579
+13
+0.4% +$1.57K 0.05% 188
2023
Q3 		$422K Sell
3,566
-69
-2% -$8.76K 0.05% 184
2023
Q2 		$474K Hold
3,635
– – 0.05% 180
2023
Q1 		$512K Sell
3,635
-1
-0% -$146 0.06% 166
2022
Q4 		$520K Buy
3,636
+410
+13% +$56K 0.06% 166
2022
Q3 		$437K Buy
3,226
+8
+0.2% +$1.26K 0.06% 173
2022
Q2 		$513K Buy
3,218
+571
+22% +$95.8K 0.06% 166
2022
Q1 		$464K Buy
2,647
+121
+5% +$22.5K 0.06% 167
2021
Q4 		$530K Buy
2,526
+196
+8% +$38.6K 0.06% 163
2021
Q3 		$431K Hold
2,330
– – 0.06% 161
2021
Q2 		$399K Buy
2,330
+30
+1% +$4.97K 0.05% 163
2021
Q1 		$345K Buy
+2,300
New +$340K 0.05% 166

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 $57.6B AUM 8.03% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bristlecone Advisors's SUI Position: Q2 2025 in Review

Bristlecone Advisors sold out of Sun Communities (SUI) in Q2 2025, closing a stake of 9,181 shares — an estimated $1.18M sold.

Bristlecone Advisors first reported a position in SUI in Q1 2021 and held it in 17 quarters. The position peaked at $1.18M in Q1 2025. 467 funds tracked by Wall St. Rank hold SUI as of Q2 2025.

  • Bristlecone Advisors reported no remaining Sun Communities position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 9,181 Sun Communities shares in Q2 2025, an estimated $1.18M.
  • Bristlecone Advisors first reported a position in Sun Communities in Q1 2021 and held it in 17 quarters.
  • Bristlecone Advisors's Sun Communities position peaked at $1.18M in Q1 2025.
  • 467 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.