Concord Wealth Partners’s Sun Communities SUI Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-9	Closed	-$1.08K	–	1020
2024 Q2	$1.08K	Buy	+9	New	+$1.07K	﹤0.01%	720

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Concord Wealth Partners's SUI Position: Q3 2024 in Review

Concord Wealth Partners sold out of Sun Communities (SUI) in Q3 2024, closing a stake of 9 shares — an estimated $1.08K sold.

Concord Wealth Partners first reported a position in SUI in Q2 2024 and held it in 1 quarter. The position peaked at $1.08K in Q2 2024. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

Concord Wealth Partners reported no remaining Sun Communities position as of Q3 2024 after selling out during the quarter.
Concord Wealth Partners sold 9 Sun Communities shares in Q3 2024, an estimated $1.08K.
Concord Wealth Partners first reported a position in Sun Communities in Q2 2024 and held it in 1 quarter.
Concord Wealth Partners's Sun Communities position peaked at $1.08K in Q2 2024.
516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.