Franklin Resources’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33M | Sell |
262,017
-158,030
| -38% | -$20.4M | 0.01% | 783 |
|
|
2025
Q4 | $52M | Buy |
420,047
+299,911
| +250% | +$37.5M | 0.01% | 621 |
|
|
2025
Q3 | $15.5M | Buy |
120,136
+110,602
| +1,160% | +$14M | ﹤0.01% | 1030 |
|
|
2025
Q2 | $1.21M | Buy |
9,534
+694
| +8% | +$86.1K | ﹤0.01% | 1915 |
|
|
2025
Q1 | $1.14M | Sell |
8,840
-27,608
| -76% | -$3.53M | ﹤0.01% | 1905 |
|
|
2024
Q4 | $4.48M | Buy |
36,448
+28,685
| +370% | +$3.67M | ﹤0.01% | 1397 |
|
|
2024
Q3 | $1.01M | Sell |
7,763
-989
| -11% | -$130K | ﹤0.01% | 1979 |
|
|
2024
Q2 | $1.05M | Sell |
8,752
-771
| -8% | -$91.6K | ﹤0.01% | 1911 |
|
|
2024
Q1 | $1.22M | Sell |
9,523
-537
| -5% | -$69.7K | ﹤0.01% | 1880 |
|
|
2023
Q4 | $1.34M | Sell |
10,060
-1,183
| -11% | -$142K | ﹤0.01% | 1541 |
|
|
2023
Q3 | $1.33M | Buy |
11,243
+327
| +3% | +$41.5K | ﹤0.01% | 1514 |
|
|
2023
Q2 | $1.42M | Buy |
10,916
+43
| +0.4% | +$5.75K | ﹤0.01% | 1524 |
|
|
2023
Q1 | $1.53M | Sell |
10,873
-353
| -3% | -$51.6K | ﹤0.01% | 1421 |
|
|
2022
Q4 | $1.61M | Buy |
11,226
+1,090
| +11% | +$149K | ﹤0.01% | 1421 |
|
|
2022
Q3 | $1.37M | Buy |
10,136
+1,107
| +12% | +$175K | ﹤0.01% | 1445 |
|
|
2022
Q2 | $1.44M | Buy |
9,029
+2,462
| +37% | +$413K | ﹤0.01% | 1443 |
|
|
2022
Q1 | $1.15M | Sell |
6,567
-140
| -2% | -$26K | ﹤0.01% | 1576 |
|
|
2021
Q4 | $1.41M | Buy |
6,707
+706
| +12% | +$139K | ﹤0.01% | 1580 |
|
|
2021
Q3 | $1.11M | Buy |
6,001
+4,628
| +337% | +$893K | ﹤0.01% | 1604 |
|
|
2021
Q2 | $236K | Sell |
1,373
-154
| -10% | -$25.5K | ﹤0.01% | 1796 |
|
|
2021
Q1 | $229K | Buy |
1,527
+84
| +6% | +$12.4K | ﹤0.01% | 1783 |
|
|
2020
Q4 | $219K | Buy |
+1,443
| New | +$209K | ﹤0.01% | 1709 |
|
Other funds holding SUI
VPM
VCM
