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Financial Management Professionals’s Sun Communities SUI Stock Holding History

Financial Management Professionals’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
Q2 		– Sell
-21
Closed -$3K – 1100
2023
Q1 		$3K Buy
+21
New +$3.07K ﹤0.01% 776

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Financial Management Professionals's SUI Position: Q2 2023 in Review

Financial Management Professionals sold out of Sun Communities (SUI) in Q2 2023, closing a stake of 21 shares — an estimated $3K sold.

Financial Management Professionals first reported a position in SUI in Q1 2023 and held it in 1 quarter. The position peaked at $3K in Q1 2023. 504 funds tracked by Wall St. Rank hold SUI as of Q2 2023.

  • Financial Management Professionals reported no remaining Sun Communities position as of Q2 2023 after selling out during the quarter.
  • Financial Management Professionals sold 21 Sun Communities shares in Q2 2023, an estimated $3K.
  • Financial Management Professionals first reported a position in Sun Communities in Q1 2023 and held it in 1 quarter.
  • Financial Management Professionals's Sun Communities position peaked at $3K in Q1 2023.
  • 504 funds tracked by Wall St. Rank held Sun Communities as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.