Golden State Equity Partners’s Sun Communities SUI Stock Holding History

Golden State Equity 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
2024 Q4	–	Sell	-5	Closed	-$675	–	824
2024 Q3	$675	Buy	+5	New	+$657	﹤0.01%	880

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Golden State Equity Partners's SUI Position: Q4 2024 in Review

Golden State Equity Partners sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 5 shares — an estimated $675 sold.

Golden State Equity Partners first reported a position in SUI in Q3 2024 and held it in 1 quarter. The position peaked at $675 in Q3 2024. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Golden State Equity Partners reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Golden State Equity Partners sold 5 Sun Communities shares in Q4 2024, an estimated $675.
Golden State Equity Partners first reported a position in Sun Communities in Q3 2024 and held it in 1 quarter.
Golden State Equity Partners's Sun Communities position peaked at $675 in Q3 2024.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.