Farrow Financial’s Sun Communities SUI Stock Holding History

Farrow Financial’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	-11,263	Closed	-$1.45M	–	55
2024 Q1	$1.45M	Buy	11,263 +170	+2%	+$22.1K	1.02%	37
2023 Q4	$1.48M	Buy	+11,093	New	+$1.34M	1.12%	35

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

Norges Bank Oslo, Norway $1T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Farrow Financial's SUI Position: Q2 2024 in Review

Farrow Financial sold out of Sun Communities (SUI) in Q2 2024, closing a stake of 11,263 shares — an estimated $1.45M sold.

Farrow Financial first reported a position in SUI in Q4 2023 and held it in 2 quarters. The position peaked at $1.48M in Q4 2023. 507 funds tracked by Wall St. Rank hold SUI as of Q2 2024.

Farrow Financial reported no remaining Sun Communities position as of Q2 2024 after selling out during the quarter.
Farrow Financial sold 11,263 Sun Communities shares in Q2 2024, an estimated $1.45M.
Farrow Financial first reported a position in Sun Communities in Q4 2023 and held it in 2 quarters.
Farrow Financial's Sun Communities position peaked at $1.48M in Q4 2023.
507 funds tracked by Wall St. Rank held Sun Communities as of Q2 2024.

Based on Farrow Financial's 13F filing for Q2 2024, filed 15 Jul 2024.