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Generate Investment Management’s Sun Communities SUI Stock Holding History

Generate Investment Management’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
Q4 		– Sell
-66,863
Closed -$9.04M – 87
2024
Q3 		$9.04M Buy
+66,863
New +$8.79M 0.6% 54

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Generate Investment Management's SUI Position: Q4 2024 in Review

Generate Investment Management sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 66,863 shares — an estimated $9.04M sold.

Generate Investment Management first reported a position in SUI in Q3 2024 and held it in 1 quarter. The position peaked at $9.04M in Q3 2024. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

  • Generate Investment Management reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
  • Generate Investment Management sold 66,863 Sun Communities shares in Q4 2024, an estimated $9.04M.
  • Generate Investment Management first reported a position in Sun Communities in Q3 2024 and held it in 1 quarter.
  • Generate Investment Management's Sun Communities position peaked at $9.04M in Q3 2024.
  • 476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Generate Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.