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 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 Advisors's SUI Position: Q1 2024 in Review

Cetera Advisors opened a new position in Sun Communities (SUI) in Q1 2024: 4,007 shares worth $515K. The stake represents ﹤0.01% of the portfolio and ranks #1580 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in SUI as recently as Q1 2022.

Cetera Advisors first reported a position in SUI in Q3 2019 and has held it in 9 quarters since. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

Cetera Advisors held 4,007 shares of Sun Communities worth $515K as of Q1 2024.
Sun Communities was a new Cetera Advisors position in Q1 2024.
Sun Communities made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1580 holding.
Cetera Advisors first reported a position in Sun Communities in Q3 2019 and has held it in 9 quarters since.
502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

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