Fifth Lane Capital’s Sun Communities SUI Stock Holding History

Fifth Lane Capital’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 Q4	–	Sell	-9,000	Closed	-$1.07M	–	185
2023 Q3	$1.07M	Buy	+9,000	New	+$1.14M	0.37%	51
2022 Q4	–	Sell	-12,220	Closed	-$1.65M	–	209
2022 Q3	$1.65M	Buy	+12,220	New	+$1.93M	0.86%	19

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Fifth Lane Capital's SUI Position: Q4 2023 in Review

Fifth Lane Capital sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 9,000 shares — an estimated $1.07M sold.

Fifth Lane Capital first reported a position in SUI in Q3 2022 and held it in 2 quarters. The position peaked at $1.65M in Q3 2022. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Fifth Lane Capital reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
Fifth Lane Capital sold 9,000 Sun Communities shares in Q4 2023, an estimated $1.07M.
Fifth Lane Capital first reported a position in Sun Communities in Q3 2022 and held it in 2 quarters.
Fifth Lane Capital's Sun Communities position peaked at $1.65M in Q3 2022.
528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Fifth Lane Capital's 13F filing for Q4 2023, filed 14 Feb 2024.