First Trust Direct Indexing’s Sun Communities SUI Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-1,737	Closed	-$235K	–	806
2024 Q3	$235K	Buy	+1,737	New	+$228K	0.01%	853

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

First Trust Direct Indexing's SUI Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 1,737 shares — an estimated $235K sold.

First Trust Direct Indexing first reported a position in SUI in Q3 2024 and held it in 1 quarter. The position peaked at $235K in Q3 2024. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

First Trust Direct Indexing reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 1,737 Sun Communities shares in Q4 2024, an estimated $235K.
First Trust Direct Indexing first reported a position in Sun Communities in Q3 2024 and held it in 1 quarter.
First Trust Direct Indexing's Sun Communities position peaked at $235K in Q3 2024.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.