Fiduciary Alliance’s Sun Communities SUI Stock Holding History

Fiduciary Alliance’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 Q1	–	Sell	-34	Closed	-$4.86K	–	779
2022 Q4	$4.86K	Buy	+34	New	+$4.64K	﹤0.01%	538

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Fiduciary Alliance's SUI Position: Q1 2023 in Review

Fiduciary Alliance sold out of Sun Communities (SUI) in Q1 2023, closing a stake of 34 shares — an estimated $4.86K sold.

Fiduciary Alliance first reported a position in SUI in Q4 2022 and held it in 1 quarter. The position peaked at $4.86K in Q4 2022. 504 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

Fiduciary Alliance reported no remaining Sun Communities position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 34 Sun Communities shares in Q1 2023, an estimated $4.86K.
Fiduciary Alliance first reported a position in Sun Communities in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's Sun Communities position peaked at $4.86K in Q4 2022.
504 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.