Carolina Wealth Advisors’s Sun Communities SUI Stock Holding History

Carolina Wealth 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	-51	Closed	-$6.89K	–	347
2024 Q3	$6.89K	Hold	51	–	–	﹤0.01%	197
2024 Q2	$6.14K	Hold	51	–	–	﹤0.01%	161
2024 Q1	$6.56K	Hold	51	–	–	﹤0.01%	161
2023 Q4	$6.82K	Hold	51	–	–	﹤0.01%	174
2023 Q3	$6.04K	Hold	51	–	–	﹤0.01%	182
2023 Q2	$6.65K	Hold	51	–	–	﹤0.01%	170
2023 Q1	$7.18K	Hold	51	–	–	﹤0.01%	159
2022 Q4	$7K	Hold	51	–	–	﹤0.01%	160
2022 Q3	$7K	Hold	51	–	–	0.01%	158
2022 Q2	$8K	Hold	51	–	–	0.01%	180
2022 Q1	$9K	Hold	51	–	–	0.01%	187
2021 Q4	$11K	Hold	51	–	–	0.01%	183
2021 Q3	$9K	Hold	51	–	–	0.01%	185
2021 Q2	$9K	Hold	51	–	–	0.01%	194
2021 Q1	$8K	Hold	51	–	–	0.01%	219
2020 Q4	$8K	Hold	51	–	–	0.01%	159
2020 Q3	$7K	Hold	51	–	–	0.01%	159
2020 Q2	$7K	Hold	51	–	–	0.01%	131
2020 Q1	$6K	Buy	+51	New	+$7.7K	0.01%	128

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 $3.37T AUM 44.26% 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

Carolina Wealth Advisors's SUI Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 51 shares — an estimated $6.89K sold.

Carolina Wealth Advisors first reported a position in SUI in Q1 2020 and held it in 19 quarters. The position peaked at $11K in Q4 2021. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Carolina Wealth Advisors reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 51 Sun Communities shares in Q4 2024, an estimated $6.89K.
Carolina Wealth Advisors first reported a position in Sun Communities in Q1 2020 and held it in 19 quarters.
Carolina Wealth Advisors's Sun Communities position peaked at $11K in Q4 2021.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.