Formidable Asset Management’s Sun Communities SUI Stock Holding History

Formidable Asset Management’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	-6,743	Closed	-$811K	–	407
2024 Q2	$811K	Sell	6,743 -628	-9%	-$74.6K	0.13%	152
2024 Q1	$948K	Buy	7,371 +984	+15%	+$128K	0.15%	138
2023 Q4	$854K	Buy	6,387 +1,736	+37%	+$209K	0.18%	110
2023 Q3	$550K	Sell	4,651 -677	-13%	-$85.9K	0.12%	158
2023 Q2	$695K	Buy	5,328 +388	+8%	+$51.9K	0.15%	137
2023 Q1	$696K	Buy	4,940 +135	+3%	+$19.7K	0.15%	135
2022 Q4	$687K	Buy	4,805 +630	+15%	+$86K	0.16%	123
2022 Q3	$564K	Buy	4,175 +77	+2%	+$12.2K	0.13%	137
2022 Q2	$652K	Buy	4,098 +2,018	+97%	+$339K	0.15%	126
2022 Q1	$365K	Buy	+2,080	New	+$387K	0.07%	236

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Formidable Asset Management's SUI Position: Q3 2024 in Review

Formidable Asset Management sold out of Sun Communities (SUI) in Q3 2024, closing a stake of 6,743 shares — an estimated $811K sold.

Formidable Asset Management first reported a position in SUI in Q1 2022 and held it in 10 quarters. The position peaked at $948K in Q1 2024. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

Formidable Asset Management reported no remaining Sun Communities position as of Q3 2024 after selling out during the quarter.
Formidable Asset Management sold 6,743 Sun Communities shares in Q3 2024, an estimated $811K.
Formidable Asset Management first reported a position in Sun Communities in Q1 2022 and held it in 10 quarters.
Formidable Asset Management's Sun Communities position peaked at $948K in Q1 2024.
516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on Formidable Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.