Gradient Investments’s Sun Communities SUI Stock Holding History

Gradient 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
2024 Q3	–	Sell	-26	Closed	-$3.13K	–	1159
2024 Q2	$3.13K	Hold	26	–	–	﹤0.01%	921
2024 Q1	$3.34K	Sell	26 -6	-19%	-$779	﹤0.01%	781
2023 Q4	$4.28K	Hold	32	–	–	﹤0.01%	1033
2023 Q3	$3.79K	Buy	32 +6	+23%	+$762	﹤0.01%	1021
2023 Q2	$3.39K	Buy	+26	New	+$3.48K	﹤0.01%	1043
2020 Q4	–	Sell	-200	Closed	-$28K	–	1176
2020 Q3	$28K	Hold	200	–	–	﹤0.01%	508
2020 Q2	$27K	Buy	+200	New	+$26.5K	﹤0.01%	482

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

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

Gradient Investments's SUI Position: Q3 2024 in Review

Gradient Investments sold out of Sun Communities (SUI) in Q3 2024, closing a stake of 26 shares — an estimated $3.13K sold.

Gradient Investments first reported a position in SUI in Q2 2020 and held it in 7 quarters. The position peaked at $28K in Q3 2020. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

Gradient Investments reported no remaining Sun Communities position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 26 Sun Communities shares in Q3 2024, an estimated $3.13K.
Gradient Investments first reported a position in Sun Communities in Q2 2020 and held it in 7 quarters.
Gradient Investments's Sun Communities position peaked at $28K in Q3 2020.
516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.