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Carolinas Wealth Consulting’s Sun Communities SUI Stock Holding History

Carolinas Wealth Consulting’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
-5
Closed -$681 – 1100
2024
Q3 		$681 Hold
5
– – ﹤0.01% 975
2024
Q2 		$602 Buy
+5
New +$594 ﹤0.01% 977
2020
Q4 		– Sell
-8
Closed -$1K – 1021
2020
Q3 		$1K Hold
8
– – ﹤0.01% 884
2020
Q2 		$1K Buy
+8
New +$1.06K ﹤0.01% 616

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Carolinas Wealth Consulting's SUI Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 5 shares — an estimated $681 sold.

Carolinas Wealth Consulting first reported a position in SUI in Q2 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5 Sun Communities shares in Q4 2024, an estimated $681.
  • Carolinas Wealth Consulting first reported a position in Sun Communities in Q2 2020 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Sun Communities position peaked at $1K in Q3 2020.
  • 476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.