Coppell Advisory Solutions’s Sun Communities SUI Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-9	Closed	-$1.1K	–	1668
2024 Q4	$1.1K	Buy	9 +3	+50%	+$384	﹤0.01%	1639
2024 Q3	$816	Hold	6	–	–	﹤0.01%	1601
2024 Q2	$722	Buy	+6	New	+$713	﹤0.01%	1543
2023 Q4	$802	Buy	+6	New	+$723	﹤0.01%	1454
2023 Q3	–	Sell	-6	Closed	-$771	–	1522
2023 Q2	$771	Buy	+6	New	+$803	﹤0.01%	1183

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Coppell Advisory Solutions's SUI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 9 shares — an estimated $1.1K sold.

Coppell Advisory Solutions first reported a position in SUI in Q2 2023 and held it in 5 quarters. The position peaked at $1.1K in Q4 2024. 497 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

Coppell Advisory Solutions reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 9 Sun Communities shares in Q1 2025, an estimated $1.1K.
Coppell Advisory Solutions first reported a position in Sun Communities in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's Sun Communities position peaked at $1.1K in Q4 2024.
497 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.