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 $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 $3.38T AUM 44.17% 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

Congress Wealth Management's SUI Position: Q1 2024 in Review

Congress Wealth Management sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 63,040 shares — an estimated $8.43M sold.

Congress Wealth Management first reported a position in SUI in Q4 2021 and held it in 9 quarters. The position peaked at $12.1M in Q4 2021. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

Congress Wealth Management reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
Congress Wealth Management sold 63,040 Sun Communities shares in Q1 2024, an estimated $8.43M.
Congress Wealth Management first reported a position in Sun Communities in Q4 2021 and held it in 9 quarters.
Congress Wealth Management's Sun Communities position peaked at $12.1M in Q4 2021.
502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on Congress Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.