Fund Management at Engine No 1’s Sun Communities SUI Stock Holding History

Fund Management at Engine No 1’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
2023 Q4	–	Sell	-1,780	Closed	-$211K	–	360
2023 Q3	$211K	Buy	1,780 +160	+10%	+$20.3K	0.03%	423
2023 Q2	$211K	Buy	1,620 +117	+8%	+$15.7K	0.04%	406
2023 Q1	$212K	Buy	+1,503	New	+$220K	0.04%	378

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Fund Management at Engine No 1's SUI Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 1,780 shares — an estimated $211K sold.

Fund Management at Engine No 1 first reported a position in SUI in Q1 2023 and held it in 3 quarters. The position peaked at $212K in Q1 2023. 527 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 1,780 Sun Communities shares in Q4 2023, an estimated $211K.
Fund Management at Engine No 1 first reported a position in Sun Communities in Q1 2023 and held it in 3 quarters.
Fund Management at Engine No 1's Sun Communities position peaked at $212K in Q1 2023.
527 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.