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Capital Performance Advisors’s Sun Communities SUI Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-9
Closed -$1.25K – 2378
2024
Q3 		$1.25K Buy
+9
New +$1.18K ﹤0.01% 1795

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Capital Performance Advisors's SUI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 9 shares — an estimated $1.25K sold.

Capital Performance Advisors first reported a position in SUI in Q3 2024 and held it in 1 quarter. The position peaked at $1.25K in Q3 2024. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 9 Sun Communities shares in Q4 2024, an estimated $1.25K.
  • Capital Performance Advisors first reported a position in Sun Communities in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Sun Communities position peaked at $1.25K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.