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FDx Advisors’s Sun Communities SUI Stock Holding History

FDx Advisors’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
Q1 		– Sell
-2,218
Closed -$296K – 608
2023
Q4 		$296K Buy
2,218
+224
+11% +$27K 0.02% 529
2023
Q3 		$236K Sell
1,994
-331
-14% -$42K 0.02% 553
2023
Q2 		$303K Sell
2,325
-2,144
-48% -$287K 0.02% 588
2023
Q1 		$639K Hold
4,469
– – 0.03% 376
2022
Q4 		$639K Buy
4,469
+11
+0.2% +$1.5K 0.03% 376
2022
Q3 		$603K Sell
4,458
-777
-15% -$123K 0.03% 376
2022
Q2 		$834K Sell
5,235
-713
-12% -$120K 0.03% 353
2022
Q1 		$1.04M Buy
5,948
+436
+8% +$81K 0.04% 318
2021
Q4 		$1.16M Sell
5,512
-865
-14% -$170K 0.03% 334
2021
Q3 		$1.18M Sell
6,377
-191
-3% -$36.9K 0.04% 308
2021
Q2 		$1.13M Buy
6,568
+2,121
+48% +$352K 0.04% 312
2021
Q1 		$667K Buy
4,447
+762
+21% +$113K 0.03% 392
2020
Q4 		$560K Buy
3,685
+149
+4% +$21.6K 0.02% 408
2020
Q3 		$497K Buy
3,536
+118
+3% +$16.9K 0.02% 377
2020
Q2 		$464K Sell
3,418
-376
-10% -$49.9K 0.02% 349
2020
Q1 		$474K Sell
3,794
-175
-4% -$26.4K 0.03% 302
2019
Q4 		$596K Sell
3,969
-123
-3% -$19.2K 0.03% 312
2019
Q3 		$607K Buy
4,092
+702
+21% +$99.1K 0.04% 309
2019
Q2 		$435K Sell
3,390
-207
-6% -$25.7K 0.02% 516
2019
Q1 		$426K Sell
3,597
-3,263
-48% -$363K 0.02% 494
2018
Q4 		$698K Sell
6,860
-541
-7% -$55.1K 0.06% 243
2018
Q3 		$751K Buy
+7,401
New +$739K 0.03% 404

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FDx Advisors's SUI Position: Q1 2024 in Review

FDx Advisors sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 2,218 shares — an estimated $296K sold.

FDx Advisors first reported a position in SUI in Q3 2018 and held it in 22 quarters. The position peaked at $1.18M in Q3 2021. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

  • FDx Advisors reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 2,218 Sun Communities shares in Q1 2024, an estimated $296K.
  • FDx Advisors first reported a position in Sun Communities in Q3 2018 and held it in 22 quarters.
  • FDx Advisors's Sun Communities position peaked at $1.18M in Q3 2021.
  • 502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.