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
2021 Q4	–	Sell	-8	Closed	-$1K	–	1252
2021 Q3	$1K	Buy	+8	New	+$1.54K	﹤0.01%	1058

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 $5.72T AUM 30.48% 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

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. 496 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.
496 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.