D.E. Shaw & Co’s Sun Communities SUI Stock Holding History

D.E. Shaw & Co’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
2020 Q2	–	Sell	-20,000	Closed	-$2.5M	–	4245
2020 Q1	$2.5M	Sell	20,000 -25,700	-56%	-$3.88M	﹤0.01%	1994
2019 Q4	$6.86M	Buy	45,700 +31,900	+231%	+$4.97M	0.01%	1485
2019 Q3	$2.05M	Buy	13,800 +300	+2%	+$42.4K	﹤0.01%	2329
2019 Q2	$1.73M	Buy	13,500 +11,300	+514%	+$1.4M	﹤0.01%	2332
2019 Q1	$261K	Buy	+2,200	New	+$245K	﹤0.01%	3280

Other funds holding SUI

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

D.E. Shaw & Co's SUI Position: Q4 2024 in Review

D.E. Shaw & Co sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 17,781 shares — an estimated $2.4M sold.

D.E. Shaw & Co first reported a position in SUI in Q2 2015 and held it in 34 quarters. The position peaked at $70.2M in Q4 2021. 475 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

D.E. Shaw & Co reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
D.E. Shaw & Co sold 17,781 Sun Communities shares in Q4 2024, an estimated $2.4M.
D.E. Shaw & Co first reported a position in Sun Communities in Q2 2015 and held it in 34 quarters.
D.E. Shaw & Co's Sun Communities position peaked at $70.2M in Q4 2021.
475 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on D.E. Shaw & Co's 13F filing for Q4 2024, filed 14 Feb 2025.