Eagle Bay Advisors’s Sun Communities SUI Stock Holding History

Eagle Bay Advisors’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
2025 Q1	–	Sell	-23	Closed	-$2.8K	–	845
2024 Q4	$2.8K	Hold	23	–	–	﹤0.01%	808
2024 Q3	$3.07K	Sell	23 -1	-4%	-$131	﹤0.01%	1128
2024 Q2	$2.86K	Hold	24	–	–	﹤0.01%	834
2024 Q1	$3.05K	Buy	24 +23	+2,300%	+$2.99K	﹤0.01%	829
2023 Q4	$74	Hold	1	–	–	﹤0.01%	827
2023 Q3	$131	Hold	1	–	–	﹤0.01%	837
2023 Q2	$72	Hold	1	–	–	﹤0.01%	828
2023 Q1	$77	Hold	1	–	–	﹤0.01%	911
2022 Q4	$77	Sell	1 -173	-99%	-$23.6K	﹤0.01%	928
2022 Q3	$23K	Buy	174 +4	+2%	+$633	0.01%	494
2022 Q2	$27K	Buy	+170	New	+$28.5K	0.02%	503
2022 Q1	–	Sell	-116	Closed	-$24K	–	905
2021 Q4	$24K	Buy	116 +11	+10%	+$2.17K	0.02%	531
2021 Q3	$19K	Buy	105 +15	+17%	+$2.9K	0.01%	625
2021 Q2	$18K	Buy	+90	New	+$14.9K	0.01%	567

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates

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

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

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return