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Cetera Advisors’s Sun Communities SUI Stock Holding History

Cetera 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
2024
Q1 		$515K Buy
+4,007
New +$520K ﹤0.01% 1580
2022
Q2 		– Sell
-1,318
Closed -$231K – 1468
2022
Q1 		$231K Buy
1,318
+18
+1% +$3.35K ﹤0.01% 1243
2021
Q4 		$273K Buy
+1,300
New +$256K 0.01% 1165
2021
Q1 		– Sell
-1,650
Closed -$251K – 1243
2020
Q4 		$251K Hold
1,650
– – 0.01% 896
2020
Q3 		$232K Hold
1,650
– – 0.01% 831
2020
Q2 		$224K Hold
1,650
– – 0.01% 810
2020
Q1 		$206K Sell
1,650
-256
-13% -$38.7K 0.01% 720
2019
Q4 		$289K Buy
1,906
+456
+31% +$71K 0.01% 727
2019
Q3 		$216K Buy
+1,450
New +$205K 0.01% 804

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return