FourThought Financial’s Sun Communities SUI Stock Holding History

FourThought Financial’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	$79K	Buy	586 +24	+4%	+$3.8K	0.01%	489
2022 Q2	$90K	Hold	562	–	–	0.01%	466
2022 Q1	$99K	Sell	562 -2	-0.4%	-$372	0.01%	479
2021 Q4	$118K	Sell	564 -48	-8%	-$9.45K	0.01%	441
2021 Q3	$113K	Hold	612	–	–	0.02%	461
2021 Q2	$104K	Hold	612	–	–	0.01%	490
2021 Q1	$91K	Sell	612 -20	-3%	-$2.95K	0.01%	516
2020 Q4	$96K	Buy	+632	New	+$91.5K	0.02%	489

Other funds holding SUI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

FourThought Financial's SUI Position: Q3 2022 in Review

FourThought Financial increased its Sun Communities (SUI) stake by 4.3% in Q3 2022, buying an estimated $3.8K and bringing the position to 586 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #489.

FourThought Financial first reported a position in SUI in Q4 2020 and has held it in 8 quarters since. The position peaked at $118K in Q4 2021. 509 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

FourThought Financial held 586 shares of Sun Communities worth $79K as of Q3 2022.
FourThought Financial bought 24 Sun Communities shares in Q3 2022, an estimated $3.8K.
Sun Communities made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #489 holding.
FourThought Financial first reported a position in Sun Communities in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Sun Communities position peaked at $118K in Q4 2021.
509 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.