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Glass Jacobson Investment Advisors’s Sun Communities SUI Stock Holding History

Glass Jacobson Investment Advisors’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
-2
Closed -$237 – 816
2023
Q3 		$237 Hold
2
– – ﹤0.01% 787
2023
Q2 		$261 Buy
+2
New +$268 ﹤0.01% 780
2022
Q4 		$858 Buy
+6
New +$819 ﹤0.01% 744

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Glass Jacobson Investment Advisors's SUI Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 2 shares — an estimated $237 sold.

Glass Jacobson Investment Advisors first reported a position in SUI in Q4 2022 and held it in 3 quarters. The position peaked at $858 in Q4 2022. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 2 Sun Communities shares in Q4 2023, an estimated $237.
  • Glass Jacobson Investment Advisors first reported a position in Sun Communities in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Sun Communities position peaked at $858 in Q4 2022.
  • 528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.