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CKW Financial Group’s Sun Communities SUI Stock Holding History

CKW Financial Group’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
2025
Q1 		– Sell
-435
Closed -$53K – 246
2024
Q4 		$53K Buy
435
+135
+45% +$17.3K 0.01% 131
2024
Q3 		$40K Hold
300
– – ﹤0.01% 143
2024
Q2 		$36K Hold
300
– – ﹤0.01% 145
2024
Q1 		$38K Buy
+300
New +$38.9K ﹤0.01% 146

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CKW Financial Group's SUI Position: Q1 2025 in Review

CKW Financial Group sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 435 shares — an estimated $53K sold.

CKW Financial Group first reported a position in SUI in Q1 2024 and held it in 4 quarters. The position peaked at $53K in Q4 2024. 497 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

  • CKW Financial Group reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
  • CKW Financial Group sold 435 Sun Communities shares in Q1 2025, an estimated $53K.
  • CKW Financial Group first reported a position in Sun Communities in Q1 2024 and held it in 4 quarters.
  • CKW Financial Group's Sun Communities position peaked at $53K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on CKW Financial Group's 13F filing for Q1 2025, filed 16 May 2025.