Foster & Motley’s Sun Communities SUI Stock Holding History

Foster & Motley’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 Q1	–	Sell	-1,748	Closed	-$234K	–	401
2023 Q4	$234K	Sell	1,748 -1,976	-53%	-$238K	0.02%	368
2023 Q3	$441K	Sell	3,724 -4,217	-53%	-$535K	0.04%	281
2023 Q2	$1.04M	Buy	7,941 +2,051	+35%	+$274K	0.08%	216
2023 Q1	$830K	Buy	5,890 +2,197	+59%	+$321K	0.07%	237
2022 Q4	$528K	Sell	3,693 -1,143	-24%	-$156K	0.05%	270
2022 Q3	$654K	Sell	4,836 -556	-10%	-$87.9K	0.06%	227
2022 Q2	$859K	Sell	5,392 -301	-5%	-$50.5K	0.08%	211
2022 Q1	$998K	Buy	5,693 +1,820	+47%	+$338K	0.08%	195
2021 Q4	$813K	Buy	+3,873	New	+$763K	0.06%	205

Other funds holding SUI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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