GP Brinson Investments’s Sun Communities SUI Stock Holding History

GP Brinson Investments’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	-28,985	Closed	-$3.43M	–	16
2023 Q3	$3.43M	Hold	28,985	–	–	2.62%	9
2023 Q2	$3.78M	Hold	28,985	–	–	2.86%	9
2023 Q1	$4.08M	Hold	28,985	–	–	3.25%	9
2022 Q4	$4.14M	Hold	28,985	–	–	3.24%	7
2022 Q3	$3.92M	Hold	28,985	–	–	2.93%	10
2022 Q2	$4.62M	Hold	28,985	–	–	3.62%	10
2022 Q1	$5.08M	Hold	28,985	–	–	3.35%	10
2021 Q4	$6.09M	Hold	28,985	–	–	4.32%	9
2021 Q3	$5.37M	Hold	28,985	–	–	4.06%	10
2021 Q2	$4.97M	Hold	28,985	–	–	3.52%	10
2021 Q1	$4.35M	Buy	+28,985	New	+$4.28M	3.56%	9

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 $5.7T AUM 30.48% 1-Year Est. Return

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

Principal Financial Group

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services

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