Colonial Trust Advisors’s Sun Communities SUI Stock Holding History

Colonial Trust 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 Q2	–	Sell	-1	Closed	-$129	–	999
2024 Q1	$129	Buy	+1	New	+$130	﹤0.01%	1004

Other funds holding SUI

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Colonial Trust Advisors's SUI Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Sun Communities (SUI) in Q2 2024, closing a stake of 1 share — an estimated $129 sold.

Colonial Trust Advisors first reported a position in SUI in Q1 2024 and held it in 1 quarter. The position peaked at $129 in Q1 2024. 507 funds tracked by Wall St. Rank hold SUI as of Q2 2024.

Colonial Trust Advisors reported no remaining Sun Communities position as of Q2 2024 after selling out during the quarter.
Colonial Trust Advisors sold 1 Sun Communities share in Q2 2024, an estimated $129.
Colonial Trust Advisors first reported a position in Sun Communities in Q1 2024 and held it in 1 quarter.
Colonial Trust Advisors's Sun Communities position peaked at $129 in Q1 2024.
507 funds tracked by Wall St. Rank held Sun Communities as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.