Cambridge Trust’s Sun Communities SUI Stock Holding History

Cambridge Trust’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
2023 Q1	–	Sell	-25	Closed	-$4K	–	812
2022 Q4	$4K	Sell	25 -54	-68%	-$7.38K	﹤0.01%	731
2022 Q3	$11K	Hold	79	–	–	﹤0.01%	637
2022 Q2	$13K	Hold	79	–	–	﹤0.01%	657
2022 Q1	$14K	Buy	+79	New	+$14.7K	﹤0.01%	713

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Cambridge Trust's SUI Position: Q1 2023 in Review

Cambridge Trust sold out of Sun Communities (SUI) in Q1 2023, closing a stake of 25 shares — an estimated $4K sold.

Cambridge Trust first reported a position in SUI in Q1 2022 and held it in 4 quarters. The position peaked at $14K in Q1 2022. 504 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

Cambridge Trust reported no remaining Sun Communities position as of Q1 2023 after selling out during the quarter.
Cambridge Trust sold 25 Sun Communities shares in Q1 2023, an estimated $4K.
Cambridge Trust first reported a position in Sun Communities in Q1 2022 and held it in 4 quarters.
Cambridge Trust's Sun Communities position peaked at $14K in Q1 2022.
504 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on Cambridge Trust's 13F filing for Q1 2023, filed 12 May 2023.