Cary Street Partners Investment Advisory’s Sun Communities SUI Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-45	Closed	-$5.33K	–	1672
2023 Q3	$5.33K	Hold	45	–	–	﹤0.01%	1459
2023 Q2	$5.87K	Hold	45	–	–	﹤0.01%	1365
2023 Q1	$6.34K	Hold	45	–	–	﹤0.01%	1264
2022 Q4	$6.43K	Buy	+45	New	+$6.15K	﹤0.01%	1264

Other funds holding SUI

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cary Street Partners Investment Advisory's SUI Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 45 shares — an estimated $5.33K sold.

Cary Street Partners Investment Advisory first reported a position in SUI in Q4 2022 and held it in 4 quarters. The position peaked at $6.43K in Q4 2022. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 45 Sun Communities shares in Q4 2023, an estimated $5.33K.
Cary Street Partners Investment Advisory first reported a position in Sun Communities in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Sun Communities position peaked at $6.43K in Q4 2022.
528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.