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Castleview Partners’s Sun Communities SUI Stock Holding History

Castleview Partners’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
Q3 		– Sell
-15
Closed -$1.8K – 877
2024
Q2 		$1.8K Hold
15
– – ﹤0.01% 752
2024
Q1 		$1.93K Buy
15
+1
+7% +$130 ﹤0.01% 746
2023
Q4 		$1.87K Hold
14
– – ﹤0.01% 714
2023
Q3 		$1.66K Buy
14
+4
+40% +$508 ﹤0.01% 570
2023
Q2 		$1.3K Buy
10
+4
+67% +$535 ﹤0.01% 618
2023
Q1 		$845 Buy
+6
New +$877 ﹤0.01% 621

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Castleview Partners's SUI Position: Q3 2024 in Review

Castleview Partners sold out of Sun Communities (SUI) in Q3 2024, closing a stake of 15 shares — an estimated $1.8K sold.

Castleview Partners first reported a position in SUI in Q1 2023 and held it in 6 quarters. The position peaked at $1.93K in Q1 2024. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

  • Castleview Partners reported no remaining Sun Communities position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 15 Sun Communities shares in Q3 2024, an estimated $1.8K.
  • Castleview Partners first reported a position in Sun Communities in Q1 2023 and held it in 6 quarters.
  • Castleview Partners's Sun Communities position peaked at $1.93K in Q1 2024.
  • 516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.