FORA Capital’s Sun Communities SUI Stock Holding History

FORA 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
2024 Q3	–	Sell	-14,309	Closed	-$1.72M	–	570
2024 Q2	$1.72M	Buy	+14,309	New	+$1.7M	0.21%	156
2023 Q4	–	Sell	-13,335	Closed	-$1.58M	–	633
2023 Q3	$1.58M	Buy	13,335 +5,437	+69%	+$690K	0.14%	179
2023 Q2	$1.03M	Sell	7,898 -4,517	-36%	-$604K	0.15%	157
2023 Q1	$1.75M	Buy	+12,415	New	+$1.81M	0.18%	169
2022 Q3	–	Sell	-2,723	Closed	-$434K	–	560
2022 Q2	$434K	Buy	+2,723	New	+$457K	0.09%	273
2021 Q4	–	Sell	-4,193	Closed	-$776K	–	458
2021 Q3	$776K	Buy	4,193 +526	+14%	+$102K	0.2%	143
2021 Q2	$629K	Buy	3,667 +1,491	+69%	+$247K	0.12%	215
2021 Q1	$326K	Buy	+2,176	New	+$321K	0.11%	219
2020 Q4	–	Sell	-2,106	Closed	-$296K	–	1132
2020 Q3	$296K	Buy	2,106 +300	+17%	+$43K	0.19%	118
2020 Q2	$245K	Buy	+1,806	New	+$240K	0.08%	299
2020 Q1	–	Sell	-17,725	Closed	-$2.66M	–	1325
2019 Q4	$2.66M	Buy	+17,725	New	+$2.76M	0.27%	85

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 $5.7T 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

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

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

Massachusetts Financial Services

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

Principal Financial Group

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