Centerpoint Advisors’s Sun Communities SUI Stock Holding History

Centerpoint 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
2022 Q4	–	Sell	-42	Closed	-$6K	–	516
2022 Q3	$6K	Hold	42	–	–	﹤0.01%	256
2022 Q2	$7K	Hold	42	–	–	﹤0.01%	249
2022 Q1	$7K	Hold	42	–	–	﹤0.01%	255
2021 Q4	$9K	Hold	42	–	–	﹤0.01%	234
2021 Q3	$8K	Hold	42	–	–	﹤0.01%	210
2021 Q2	$7K	Hold	42	–	–	﹤0.01%	223
2021 Q1	$6K	Hold	42	–	–	﹤0.01%	203
2020 Q4	$6K	Hold	42	–	–	﹤0.01%	195
2020 Q3	$6K	Hold	42	–	–	﹤0.01%	172
2020 Q2	$6K	Hold	42	–	–	﹤0.01%	190
2020 Q1	$5K	Hold	42	–	–	0.01%	183
2019 Q4	$6K	Hold	42	–	–	﹤0.01%	200
2019 Q3	$6K	Hold	42	–	–	﹤0.01%	189
2019 Q2	$5K	Hold	42	–	–	﹤0.01%	193
2019 Q1	$5K	Hold	42	–	–	﹤0.01%	189
2018 Q4	$4K	Hold	42	–	–	﹤0.01%	191
2018 Q3	$4K	Hold	42	–	–	﹤0.01%	189
2018 Q2	$4K	Buy	+42	New	+$3.95K	﹤0.01%	225

Other funds holding SUI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Centerpoint Advisors's SUI Position: Q4 2022 in Review

Centerpoint Advisors sold out of Sun Communities (SUI) in Q4 2022, closing a stake of 42 shares — an estimated $6K sold.

Centerpoint Advisors first reported a position in SUI in Q2 2018 and held it in 18 quarters. The position peaked at $9K in Q4 2021. 511 funds tracked by Wall St. Rank hold SUI as of Q4 2022.

Centerpoint Advisors reported no remaining Sun Communities position as of Q4 2022 after selling out during the quarter.
Centerpoint Advisors sold 42 Sun Communities shares in Q4 2022, an estimated $6K.
Centerpoint Advisors first reported a position in Sun Communities in Q2 2018 and held it in 18 quarters.
Centerpoint Advisors's Sun Communities position peaked at $9K in Q4 2021.
511 funds tracked by Wall St. Rank held Sun Communities as of Q4 2022.

Based on Centerpoint Advisors's 13F filing for Q4 2022, filed 24 Jan 2023.