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Criterion Capital Advisors’s Sun Communities SUI Stock Holding History

Criterion Capital 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
Q4 		$12.2K Hold
101
– – 0.01% 235
2024
Q3 		$12.2K Hold
101
– – 0.01% 235
2024
Q2 		$12.2K Hold
101
– – 0.01% 235
2024
Q1 		$13K Hold
101
– – 0.01% 235
2023
Q4 		$13.5K Buy
+101
New +$12.2K 0.01% 237

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Criterion Capital Advisors's SUI Position: Q4 2024 in Review

Criterion Capital Advisors held its Sun Communities (SUI) position steady in Q4 2024 at 101 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #235.

Criterion Capital Advisors first reported a position in SUI in Q4 2023 and has held it in 5 quarters since. The position peaked at $13.5K in Q4 2023. 475 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

  • Criterion Capital Advisors held 101 shares of Sun Communities worth $12.2K as of Q4 2024.
  • Criterion Capital Advisors left its Sun Communities share count unchanged in Q4 2024.
  • Sun Communities made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #235 holding.
  • Criterion Capital Advisors first reported a position in Sun Communities in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Sun Communities position peaked at $13.5K in Q4 2023.
  • 475 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.