Congress Wealth Management’s Sun Communities SUI Stock Holding History

Congress Wealth Management’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	–	Sell	-63,040	Closed	-$8.43M	–	635
2023 Q4	$8.43M	Sell	63,040 -2,175	-3%	-$262K	0.15%	175
2023 Q3	$7.72M	Sell	65,215 -126	-0.2%	-$16K	0.16%	171
2023 Q2	$8.52M	Sell	65,341 -580	-0.9%	-$77.6K	0.2%	144
2023 Q1	$9.29M	Buy	65,921 +3,307	+5%	+$483K	0.22%	137
2022 Q4	$8.95M	Sell	62,614 -985	-2%	-$135K	0.23%	134
2022 Q3	$8.61M	Buy	63,599 +3,411	+6%	+$539K	0.23%	136
2022 Q2	$9.59M	Buy	60,188 +169	+0.3%	+$28.4K	0.25%	122
2022 Q1	$10.5M	Buy	60,019 +2,358	+4%	+$438K	0.23%	124
2021 Q4	$12.1M	Buy	+57,661	New	+$11.4M	0.24%	117

Other funds holding SUI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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