FinTrust Capital Advisors’s Sun Communities SUI Stock Holding History

FinTrust Capital 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 Q3	$2.57K	Hold	19	–	–	﹤0.01%	1189
2024 Q2	$2.29K	Hold	19	–	–	﹤0.01%	1178
2024 Q1	$2.44K	Hold	19	–	–	﹤0.01%	1084
2023 Q4	$2.54K	Hold	19	–	–	﹤0.01%	1054
2023 Q3	$2.25K	Hold	19	–	–	﹤0.01%	1006
2023 Q2	$2.72K	Hold	19	–	–	﹤0.01%	966
2023 Q1	$2.72K	Hold	19	–	–	﹤0.01%	959
2022 Q4	$2.72K	Hold	19	–	–	﹤0.01%	957
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	1140
2022 Q2	$3K	Hold	19	–	–	﹤0.01%	1110
2022 Q1	$3K	Hold	19	–	–	﹤0.01%	1128
2021 Q4	$4K	Hold	19	–	–	﹤0.01%	1059
2021 Q3	$4K	Hold	19	–	–	﹤0.01%	1053
2021 Q2	$3K	Hold	19	–	–	﹤0.01%	1095
2021 Q1	$3K	Hold	19	–	–	﹤0.01%	1075
2020 Q4	$3K	Hold	19	–	–	﹤0.01%	1003
2020 Q3	$3	Hold	19	–	–	﹤0.01%	1036
2020 Q2	$3K	Hold	19	–	–	﹤0.01%	900
2020 Q1	$2K	Hold	19	–	–	﹤0.01%	1029
2019 Q4	$3K	Hold	19	–	–	﹤0.01%	960
2019 Q3	$3K	Hold	19	–	–	﹤0.01%	960
2019 Q2	$2K	Hold	19	–	–	﹤0.01%	972
2019 Q1	$2K	Hold	19	–	–	﹤0.01%	1127
2018 Q4	$2K	Buy	+19	New	+$1.94K	﹤0.01%	1137

Other funds holding SUI

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

FinTrust Capital Advisors's SUI Position: Q3 2024 in Review

FinTrust Capital Advisors held its Sun Communities (SUI) position steady in Q3 2024 at 19 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

FinTrust Capital Advisors first reported a position in SUI in Q4 2018 and has held it in 24 quarters since. The position peaked at $4K in Q4 2021. 515 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

FinTrust Capital Advisors held 19 shares of Sun Communities worth $2.57K as of Q3 2024.
FinTrust Capital Advisors left its Sun Communities share count unchanged in Q3 2024.
Sun Communities made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1189 holding.
FinTrust Capital Advisors first reported a position in Sun Communities in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's Sun Communities position peaked at $4K in Q4 2021.
515 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.