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	–	888
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 $63.2B AUM 17.15% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Eagle Bay Advisors's SUI Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 23 shares — an estimated $2.8K sold.

Eagle Bay Advisors first reported a position in SUI in Q2 2021 and held it in 14 quarters. The position peaked at $27K in Q2 2022. 497 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

Eagle Bay Advisors reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 23 Sun Communities shares in Q1 2025, an estimated $2.8K.
Eagle Bay Advisors first reported a position in Sun Communities in Q2 2021 and held it in 14 quarters.
Eagle Bay Advisors's Sun Communities position peaked at $27K in Q2 2022.
497 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.