DWM
SUI icon

Dynasty Wealth Management’s Sun Communities SUI Stock Holding History

Dynasty 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
2024
Q3 		– Sell
-2,683
Closed -$323K – 263
2024
Q2 		$323K Buy
2,683
+488
+22% +$58K 0.01% 209
2024
Q1 		$282K Buy
+2,195
New +$285K 0.01% 230

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dynasty Wealth Management's SUI Position: Q3 2024 in Review

Dynasty Wealth Management sold out of Sun Communities (SUI) in Q3 2024, closing a stake of 2,683 shares — an estimated $323K sold.

Dynasty Wealth Management first reported a position in SUI in Q1 2024 and held it in 2 quarters. The position peaked at $323K in Q2 2024. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

  • Dynasty Wealth Management reported no remaining Sun Communities position as of Q3 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 2,683 Sun Communities shares in Q3 2024, an estimated $323K.
  • Dynasty Wealth Management first reported a position in Sun Communities in Q1 2024 and held it in 2 quarters.
  • Dynasty Wealth Management's Sun Communities position peaked at $323K in Q2 2024.
  • 516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on Dynasty Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.