Family Management’s Sun Communities SUI Stock Holding History

Family Management’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 Q2	–	Sell	-1,745	Closed	-$246K	–	179
2023 Q1	$246K	Sell	1,745 -12,704	-88%	-$1.86M	0.06%	108
2022 Q4	$2.07M	Sell	14,449 -3,834	-21%	-$524K	0.5%	45
2022 Q3	$2.47M	Buy	18,283 +571	+3%	+$90.3K	0.64%	44
2022 Q2	$2.82M	Buy	17,712 +3,748	+27%	+$629K	0.76%	41
2022 Q1	$2.45M	Buy	13,964 +3,132	+29%	+$582K	0.68%	41
2021 Q4	$2.27M	Sell	10,832 -26	-0.2%	-$5.12K	0.59%	49
2021 Q3	$2.01M	Buy	10,858 +189	+2%	+$36.5K	0.55%	50
2021 Q2	$1.83M	Buy	+10,669	New	+$1.77M	0.48%	52

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Family Management's SUI Position: Q2 2023 in Review

Family Management sold out of Sun Communities (SUI) in Q2 2023, closing a stake of 1,745 shares — an estimated $246K sold.

Family Management first reported a position in SUI in Q2 2021 and held it in 8 quarters. The position peaked at $2.82M in Q2 2022. 504 funds tracked by Wall St. Rank hold SUI as of Q2 2023.

Family Management reported no remaining Sun Communities position as of Q2 2023 after selling out during the quarter.
Family Management sold 1,745 Sun Communities shares in Q2 2023, an estimated $246K.
Family Management first reported a position in Sun Communities in Q2 2021 and held it in 8 quarters.
Family Management's Sun Communities position peaked at $2.82M in Q2 2022.
504 funds tracked by Wall St. Rank held Sun Communities as of Q2 2023.

Based on Family Management's 13F filing for Q2 2023, filed 14 Aug 2023.