Garda Capital Partners’s Sun Communities SUI Stock Holding History

Garda Capital Partners’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	-6,500	Closed	-$769K	–	675
2023 Q3	$769K	Buy	+6,500	New	+$825K	0.04%	436

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 $6.73T AUM 46.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $51.1B AUM 35.55% 1-Year Est. Return

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

Garda Capital Partners's SUI Position: Q4 2023 in Review

Garda Capital Partners sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 6,352 shares — an estimated $752K sold.

Garda Capital Partners first reported a position in SUI in Q3 2023 and held it in 1 quarter. The position peaked at $752K in Q3 2023. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Garda Capital Partners reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
Garda Capital Partners sold 6,352 Sun Communities shares in Q4 2023, an estimated $752K.
Garda Capital Partners first reported a position in Sun Communities in Q3 2023 and held it in 1 quarter.
Garda Capital Partners's Sun Communities position peaked at $752K in Q3 2023.
528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Garda Capital Partners's 13F filing for Q4 2023, filed 12 Feb 2024.