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Cypress Capital Group’s Sun Communities SUI Stock Holding History

Cypress Capital Group’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
Q1 		– Sell
-1,655
Closed -$221K – 312
2023
Q4 		$221K Buy
+1,655
New +$199K 0.03% 283
2023
Q3 		– Sell
-1,655
Closed -$216K – 307
2023
Q2 		$216K Hold
1,655
– – 0.03% 283
2023
Q1 		$233K Sell
1,655
-266
-14% -$38.9K 0.04% 269
2022
Q4 		$275K Buy
1,921
+101
+6% +$13.8K 0.04% 258
2022
Q3 		$246K Sell
1,820
-116
-6% -$18.3K 0.04% 252
2022
Q2 		$309K Sell
1,936
-559
-22% -$93.8K 0.05% 244
2022
Q1 		$437K Buy
2,495
+252
+11% +$46.8K 0.05% 229
2021
Q4 		$471K Buy
+2,243
New +$442K 0.06% 215
2020
Q4 		– Sell
-1,516
Closed -$213K – 277
2020
Q3 		$213K Buy
+1,516
New +$217K 0.04% 242
2020
Q1 		– Sell
-2,239
Closed -$336K – 238
2019
Q4 		$336K Sell
2,239
-487
-18% -$75.8K 0.06% 191
2019
Q3 		$404K Buy
2,726
+877
+47% +$124K 0.08% 176
2019
Q2 		$237K Sell
1,849
-31
-2% -$3.85K 0.05% 219
2019
Q1 		$223K Buy
+1,880
New +$209K 0.05% 227

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cypress Capital Group's SUI Position: Q1 2024 in Review

Cypress Capital Group sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 1,655 shares — an estimated $221K sold.

Cypress Capital Group first reported a position in SUI in Q1 2019 and held it in 13 quarters. The position peaked at $471K in Q4 2021. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

  • Cypress Capital Group reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
  • Cypress Capital Group sold 1,655 Sun Communities shares in Q1 2024, an estimated $221K.
  • Cypress Capital Group first reported a position in Sun Communities in Q1 2019 and held it in 13 quarters.
  • Cypress Capital Group's Sun Communities position peaked at $471K in Q4 2021.
  • 502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on Cypress Capital Group's 13F filing for Q1 2024, filed 8 May 2024.