Farmers & Merchants Investments Inc’s Sun Communities SUI Stock Holding History

Farmers & Merchants Investments 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
2024 Q2	–	Sell	-203	Closed	-$26.1K	–	1816
2024 Q1	$26.1K	Buy	+203	New	+$26.4K	﹤0.01%	487
2023 Q4	–	Sell	-6	Closed	-$710	–	1792
2023 Q3	$710	Buy	+6	New	+$762	﹤0.01%	1494
2023 Q2	–	Sell	-12	Closed	-$1.69K	–	1792
2023 Q1	$1.69K	Sell	12 -373	-97%	-$54.5K	﹤0.01%	1138
2022 Q4	$55.1K	Hold	385	–	–	﹤0.01%	397
2022 Q3	$52K	Sell	385 -136	-26%	-$21.5K	﹤0.01%	405
2022 Q2	$83K	Hold	521	–	–	﹤0.01%	346
2022 Q1	$91K	Sell	521 -126	-19%	-$23.4K	﹤0.01%	354
2021 Q4	$136K	Sell	647 -44	-6%	-$8.67K	0.01%	321
2021 Q3	$128K	Buy	691 +660	+2,129%	+$127K	0.01%	312
2021 Q2	$5K	Hold	31	–	–	﹤0.01%	792
2021 Q1	$5K	Hold	31	–	–	﹤0.01%	778
2020 Q4	$5K	Hold	31	–	–	﹤0.01%	765
2020 Q3	$4K	Sell	31 -11	-26%	-$1.58K	﹤0.01%	761
2020 Q2	$6K	Buy	42 +11	+35%	+$1.46K	﹤0.01%	686
2020 Q1	$4K	Hold	31	–	–	﹤0.01%	720
2019 Q4	$5K	Hold	31	–	–	﹤0.01%	765
2019 Q3	$5K	Buy	+31	New	+$4.38K	﹤0.01%	747

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 $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Farmers & Merchants Investments Inc's SUI Position: Q2 2024 in Review

Farmers & Merchants Investments Inc sold out of Sun Communities (SUI) in Q2 2024, closing a stake of 203 shares — an estimated $26.1K sold.

Farmers & Merchants Investments Inc first reported a position in SUI in Q3 2019 and held it in 17 quarters. The position peaked at $136K in Q4 2021. 507 funds tracked by Wall St. Rank hold SUI as of Q2 2024.

Farmers & Merchants Investments Inc reported no remaining Sun Communities position as of Q2 2024 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 203 Sun Communities shares in Q2 2024, an estimated $26.1K.
Farmers & Merchants Investments Inc first reported a position in Sun Communities in Q3 2019 and held it in 17 quarters.
Farmers & Merchants Investments Inc's Sun Communities position peaked at $136K in Q4 2021.
507 funds tracked by Wall St. Rank held Sun Communities as of Q2 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2024, filed 5 Aug 2024.