Desjardins Global Asset Management’s Sun Communities SUI Stock Holding History

Desjardins Global Asset 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 Q4	$123K	Buy	920 +13	+1%	+$1.57K	0.01%	431
2023 Q3	$107K	Buy	+907	New	+$115K	0.01%	451

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

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Desjardins Global Asset Management's SUI Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Sun Communities (SUI) stake by 1.4% in Q4 2023, buying an estimated $1.57K and bringing the position to 920 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #431.

Desjardins Global Asset Management first reported a position in SUI in Q3 2023 and has held it in 2 quarters since. 527 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Desjardins Global Asset Management held 920 shares of Sun Communities worth $123K as of Q4 2023.
Desjardins Global Asset Management bought 13 Sun Communities shares in Q4 2023, an estimated $1.57K.
Sun Communities made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #431 holding.
Desjardins Global Asset Management first reported a position in Sun Communities in Q3 2023 and has held it in 2 quarters since.
527 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.