CTC Capital Management’s Sun Communities SUI Stock Holding History

CTC Capital 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
2023 Q1	$296K	Sell	2,100 -800	-28%	-$117K	0.62%	32
2022 Q4	$415K	Buy	+2,900	New	+$396K	0.48%	49

Other funds holding SUI

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

CTC Capital Management's SUI Position: Q1 2023 in Review

CTC Capital Management reduced its Sun Communities (SUI) stake by 28% in Q1 2023, selling an estimated $117K and leaving 2,100 shares worth $296K. The position accounts for 0.62% of the portfolio, ranked #32.

CTC Capital Management first reported a position in SUI in Q4 2022 and has held it in 2 quarters since. The position peaked at $415K in Q4 2022. 503 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

CTC Capital Management held 2,100 shares of Sun Communities worth $296K as of Q1 2023.
CTC Capital Management sold 800 Sun Communities shares in Q1 2023, an estimated $117K.
Sun Communities made up 0.62% of CTC Capital Management's portfolio in Q1 2023, its #32 holding.
CTC Capital Management first reported a position in Sun Communities in Q4 2022 and has held it in 2 quarters since.
CTC Capital Management's Sun Communities position peaked at $415K in Q4 2022.
503 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on CTC Capital Management's 13F filing for Q1 2023, filed 5 May 2023.