Curi Wealth Management’s Sun Communities SUI Stock Holding History

Curi Wealth 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	–	Sell	-1,500	Closed	-$215K	–	188
2022 Q4	$215K	Buy	+1,500	New	+$205K	0.03%	179

Other funds holding SUI

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Curi Wealth Management's SUI Position: Q1 2023 in Review

Curi Wealth Management sold out of Sun Communities (SUI) in Q1 2023, closing a stake of 1,500 shares — an estimated $215K sold.

Curi Wealth Management first reported a position in SUI in Q4 2022 and held it in 1 quarter. The position peaked at $215K in Q4 2022. 504 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

Curi Wealth Management reported no remaining Sun Communities position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 1,500 Sun Communities shares in Q1 2023, an estimated $215K.
Curi Wealth Management first reported a position in Sun Communities in Q4 2022 and held it in 1 quarter.
Curi Wealth Management's Sun Communities position peaked at $215K in Q4 2022.
504 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.