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 $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return