Ethic Inc’s Sun Communities SUI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
8,493
+612
+8% +$77.5K 0.02% 599
2025
Q1
$1.01M Buy
7,881
+535
+7% +$68.7K 0.02% 596
2024
Q4
$903K Buy
7,346
+863
+13% +$106K 0.02% 628
2024
Q3
$834K Buy
6,483
+369
+6% +$47.4K 0.02% 618
2024
Q2
$736K Sell
6,114
-369
-6% -$44.4K 0.02% 654
2024
Q1
$834K Buy
6,483
+365
+6% +$46.9K 0.02% 618
2023
Q4
$818K Sell
6,118
-1,560
-20% -$209K 0.02% 594
2023
Q3
$909K Sell
7,678
-678
-8% -$80.2K 0.03% 508
2023
Q2
$1.09M Sell
8,356
-595
-7% -$77.6K 0.04% 430
2023
Q1
$1.26M Buy
8,951
+2,408
+37% +$339K 0.05% 380
2022
Q4
$936K Buy
6,543
+3,275
+100% +$468K 0.05% 390
2022
Q3
$442K Buy
3,268
+770
+31% +$104K 0.03% 529
2022
Q2
$398K Buy
2,498
+474
+23% +$75.5K 0.03% 546
2022
Q1
$355K Buy
2,024
+473
+30% +$83K 0.02% 555
2021
Q4
$326K Buy
1,551
+289
+23% +$60.7K 0.03% 512
2021
Q3
$234K Buy
+1,262
New +$234K 0.02% 544