Crewe Advisors’s Sun Communities SUI Stock Holding History

Crewe Advisors’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 Q2	–	Sell	-700	Closed	-$90K	–	1033
2024 Q1	$90K	Buy	+700	New	+$90.9K	0.01%	290
2023 Q3	–	Sell	-1	Closed	-$131	–	873
2023 Q2	$131	Buy	+1	New	+$134	﹤0.01%	810
2023 Q1	–	Sell	-25	Closed	-$3.58K	–	1018
2022 Q4	$3.58K	Sell	25 -62	-71%	-$8.47K	﹤0.01%	741
2022 Q3	$12K	Buy	87 +21	+32%	+$3.32K	﹤0.01%	618
2022 Q2	$11K	Buy	+66	New	+$11.1K	﹤0.01%	578

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Crewe Advisors's SUI Position: Q2 2024 in Review

Crewe Advisors sold out of Sun Communities (SUI) in Q2 2024, closing a stake of 700 shares — an estimated $90K sold.

Crewe Advisors first reported a position in SUI in Q2 2022 and held it in 5 quarters. The position peaked at $90K in Q1 2024. 507 funds tracked by Wall St. Rank hold SUI as of Q2 2024.

Crewe Advisors reported no remaining Sun Communities position as of Q2 2024 after selling out during the quarter.
Crewe Advisors sold 700 Sun Communities shares in Q2 2024, an estimated $90K.
Crewe Advisors first reported a position in Sun Communities in Q2 2022 and held it in 5 quarters.
Crewe Advisors's Sun Communities position peaked at $90K in Q1 2024.
507 funds tracked by Wall St. Rank held Sun Communities as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.