Capital Group Private Client Services’s Sun Communities SUI Stock Holding History

Capital Group Private Client Services’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 Q3	–	Sell	-8,585	Closed	-$1.09M	–	294
2025 Q2	$1.09M	Sell	8,585 -379	-4%	-$47K	0.01%	231
2025 Q1	$1.15M	Sell	8,964 -109	-1%	-$13.9K	0.01%	225
2024 Q4	$1.12M	Buy	+9,073	New	+$1.16M	0.01%	228

Other funds holding SUI

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Capital Group Private Client Services's SUI Position: Q3 2025 in Review

Capital Group Private Client Services sold out of Sun Communities (SUI) in Q3 2025, closing a stake of 8,585 shares — an estimated $1.09M sold.

Capital Group Private Client Services first reported a position in SUI in Q4 2024 and held it in 3 quarters. The position peaked at $1.15M in Q1 2025. 506 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

Capital Group Private Client Services reported no remaining Sun Communities position as of Q3 2025 after selling out during the quarter.
Capital Group Private Client Services sold 8,585 Sun Communities shares in Q3 2025, an estimated $1.09M.
Capital Group Private Client Services first reported a position in Sun Communities in Q4 2024 and held it in 3 quarters.
Capital Group Private Client Services's Sun Communities position peaked at $1.15M in Q1 2025.
506 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on Capital Group Private Client Services's 13F filing for Q3 2025, filed 13 Nov 2025.