Ellevest Inc’s Sun Communities SUI Stock Holding History

Ellevest Inc’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	–	Sell	-1,843	Closed	-$218K	–	410
2023 Q3	$218K	Sell	1,843 -108	-6%	-$13.7K	0.02%	316
2023 Q2	$255K	Sell	1,951 -62	-3%	-$8.29K	0.02%	297
2023 Q1	$284K	Buy	2,013 +169	+9%	+$24.7K	0.02%	257
2022 Q4	$264K	Buy	1,844 +230	+14%	+$31.4K	0.02%	252
2022 Q3	$218K	Buy	1,614 +435	+37%	+$68.8K	0.02%	259
2022 Q2	$188K	Sell	1,179 -437	-27%	-$73.3K	0.02%	293
2022 Q1	$283K	Buy	1,616 +395	+32%	+$73.4K	0.02%	252
2021 Q4	$256K	Buy	1,221 +221	+22%	+$43.5K	0.02%	245
2021 Q3	$185K	Buy	1,000 +762	+320%	+$147K	0.02%	289
2021 Q2	$41K	Sell	238 -201	-46%	-$33.3K	﹤0.01%	513
2021 Q1	$66K	Buy	439 +154	+54%	+$22.7K	0.01%	413
2020 Q4	$43K	Sell	285 -231	-45%	-$33.4K	0.01%	498
2020 Q3	$73K	Buy	516 +504	+4,200%	+$72.3K	0.01%	316
2020 Q2	$2K	Buy	+12	New	+$1.59K	﹤0.01%	916

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group

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

Massachusetts Financial Services

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