First Affirmative Financial Network’s Sun Communities SUI Stock Holding History

First Affirmative Financial Network’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
2022 Q3	–	Sell	-1,301	Closed	-$207K	–	149
2022 Q2	$207K	Sell	1,301 -74	-5%	-$12.4K	0.24%	129
2022 Q1	$241K	Buy	1,375 +72	+6%	+$13.4K	0.23%	131
2021 Q4	$274K	Buy	1,303 +58	+5%	+$11.4K	0.25%	120
2021 Q3	$230K	Buy	+1,245	New	+$240K	0.24%	132

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

First Affirmative Financial Network's SUI Position: Q3 2022 in Review

First Affirmative Financial Network sold out of Sun Communities (SUI) in Q3 2022, closing a stake of 1,301 shares — an estimated $207K sold.

First Affirmative Financial Network first reported a position in SUI in Q3 2021 and held it in 4 quarters. The position peaked at $274K in Q4 2021. 509 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

First Affirmative Financial Network reported no remaining Sun Communities position as of Q3 2022 after selling out during the quarter.
First Affirmative Financial Network sold 1,301 Sun Communities shares in Q3 2022, an estimated $207K.
First Affirmative Financial Network first reported a position in Sun Communities in Q3 2021 and held it in 4 quarters.
First Affirmative Financial Network's Sun Communities position peaked at $274K in Q4 2021.
509 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on First Affirmative Financial Network's 13F filing for Q3 2022, filed 20 Oct 2022.