Buckhead Capital Management’s Sun Communities SUI Stock Holding History

Buckhead Capital 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
2024 Q4	–	Sell	-1,500	Closed	-$203K	–	131
2024 Q3	$203K	Buy	+1,500	New	+$197K	0.06%	126
2024 Q1	–	Sell	-1,500	Closed	-$200K	–	124
2023 Q4	$200K	Buy	+1,500	New	+$181K	0.07%	118
2023 Q2	–	Sell	-1,500	Closed	-$211K	–	127
2023 Q1	$211K	Hold	1,500	–	–	0.05%	122
2022 Q4	$215K	Hold	1,500	–	–	0.05%	118
2022 Q3	$203K	Hold	1,500	–	–	0.05%	123
2022 Q2	$239K	Hold	1,500	–	–	0.06%	120
2022 Q1	$263K	Hold	1,500	–	–	0.06%	127
2021 Q4	$315K	Buy	+1,500	New	+$295K	0.07%	124

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 $3.38T AUM 44.17% 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

Buckhead Capital Management's SUI Position: Q4 2024 in Review

Buckhead Capital Management sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 1,500 shares — an estimated $203K sold.

Buckhead Capital Management first reported a position in SUI in Q4 2021 and held it in 8 quarters. The position peaked at $315K in Q4 2021. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Buckhead Capital Management reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Buckhead Capital Management sold 1,500 Sun Communities shares in Q4 2024, an estimated $203K.
Buckhead Capital Management first reported a position in Sun Communities in Q4 2021 and held it in 8 quarters.
Buckhead Capital Management's Sun Communities position peaked at $315K in Q4 2021.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Buckhead Capital Management's 13F filing for Q4 2024, filed 30 Jan 2025.