Cetera Advisor Networks’s Sun Communities SUI Stock Holding History

Cetera Advisor Networks’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 Q1	$642K	Sell	4,993 -923	-16%	-$120K	﹤0.01%	1766
2023 Q4	$791K	Buy	5,916 +336	+6%	+$40.5K	﹤0.01%	1530
2023 Q3	$660K	Buy	5,580 +2,159	+63%	+$274K	﹤0.01%	1570
2023 Q2	$446K	Buy	3,421 +13	+0.4%	+$1.74K	﹤0.01%	1793
2023 Q1	$480K	Buy	3,408 +232	+7%	+$33.9K	﹤0.01%	1723
2022 Q4	$454K	Buy	+3,176	New	+$434K	﹤0.01%	1710
2022 Q3	–	Sell	-1,343	Closed	-$214K	–	2167
2022 Q2	$214K	Buy	+1,343	New	+$225K	﹤0.01%	1811
2020 Q3	–	Sell	-325	Closed	-$44K	–	2815
2020 Q2	$44K	Buy	+325	New	+$43.1K	﹤0.01%	1976

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cetera Advisor Networks's SUI Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Sun Communities (SUI) stake by 16% in Q1 2024, selling an estimated $120K and leaving 4,993 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Cetera Advisor Networks first reported a position in SUI in Q2 2020 and has held it in 8 quarters since. The position peaked at $791K in Q4 2023. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

Cetera Advisor Networks held 4,993 shares of Sun Communities worth $642K as of Q1 2024.
Cetera Advisor Networks sold 923 Sun Communities shares in Q1 2024, an estimated $120K.
Sun Communities made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1766 holding.
Cetera Advisor Networks first reported a position in Sun Communities in Q2 2020 and has held it in 8 quarters since.
Cetera Advisor Networks's Sun Communities position peaked at $791K in Q4 2023.
502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.