CFB
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Cullen/Frost Bankers’s Sun Communities SUI Stock Holding History

Cullen/Frost Bankers’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
-10
Closed -$1.29K – 1319
2024
Q1 		$1.29K Hold
10
– – ﹤0.01% 968
2023
Q4 		$1.34K Hold
10
– – ﹤0.01% 977
2023
Q3 		$1.18K Hold
10
– – ﹤0.01% 1102
2023
Q2 		$1.3K Buy
+10
New +$1.34K ﹤0.01% 1074
2022
Q2 		– Sell
-30
Closed -$5K – 1187
2022
Q1 		$5K Hold
30
– – ﹤0.01% 1010
2021
Q4 		$6K Buy
+30
New +$5.91K ﹤0.01% 1026
2020
Q3 		– Sell
-4
Closed -$1K – 1263
2020
Q2 		$1K Buy
+4
New +$531 ﹤0.01% 1075
2020
Q1 		– Sell
-4
Closed -$1K – 1015
2019
Q4 		$1K Buy
+4
New +$623 ﹤0.01% 1022

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 $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return