Connor, Clark & Lunn Investment Management (CC&L)’s Sun Communities SUI Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2023 Q4	–	Sell	-21,252	Closed	-$2.51M	–	1552
2023 Q3	$2.51M	Buy	+21,252	New	+$2.7M	0.01%	557
2022 Q2	–	Sell	-22,008	Closed	-$3.86M	–	1193
2022 Q1	$3.86M	Sell	22,008 -46,525	-68%	-$8.65M	0.02%	369
2021 Q4	$14.4M	Buy	68,533 +10,162	+17%	+$2M	0.07%	197
2021 Q3	$10.8M	Buy	58,371 +18,311	+46%	+$3.53M	0.06%	232
2021 Q2	$6.87M	Sell	40,060 -5,510	-12%	-$913K	0.03%	299
2021 Q1	$6.84M	Buy	45,570 +31,993	+236%	+$4.72M	0.04%	298
2020 Q4	$2.06M	Buy	+13,577	New	+$1.96M	0.01%	503
2018 Q3	–	Sell	-11,500	Closed	-$1.13M	–	1101
2018 Q2	$1.13M	Buy	+11,500	New	+$1.08M	0.01%	585

Other funds holding SUI

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s SUI Position: Q4 2023 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 21,252 shares — an estimated $2.51M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SUI in Q2 2018 and held it in 8 quarters. The position peaked at $14.4M in Q4 2021. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 21,252 Sun Communities shares in Q4 2023, an estimated $2.51M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Sun Communities in Q2 2018 and held it in 8 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Sun Communities position peaked at $14.4M in Q4 2021.
528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2023, filed 9 Feb 2024.