Group One Trading

Group One Trading’s Sun Communities SUI Stock Holding History

Group One Trading’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
2026 Q1	$327K	Sell	2,600 -400	-13%	-$51.7K	0.01%	3722
2025 Q4	$372K	Buy	3,000 +2,900	+2,900%	+$363K	0.01%	3811
2025 Q3	$12.9K	Sell	100 -500	-83%	-$63.2K	﹤0.01%	7014
2025 Q2	$75.9K	Hold	600	–	–	﹤0.01%	5215
2025 Q1	$77.2K	Buy	600 +500	+500%	+$63.9K	﹤0.01%	4809
2024 Q4	$12.3K	Sell	100 -18,100	-99%	-$2.32M	﹤0.01%	5992
2024 Q3	$2.46M	Buy	+18,200	New	+$2.39M	0.1%	1560
2023 Q4	–	Sell	-200	Closed	-$23.7K	–	9155
2023 Q3	$23.7K	Hold	200	–	–	﹤0.01%	5758
2023 Q2	$26.1K	Buy	+200	New	+$26.8K	﹤0.01%	5783
2023 Q1	–	Sell	-8,200	Closed	-$1.17M	–	8804
2022 Q4	$1.17M	Buy	8,200 +5,400	+193%	+$737K	0.04%	2273
2022 Q3	$379K	Sell	2,800 -6,800	-71%	-$1.08M	0.01%	3503
2022 Q2	$1.53M	Buy	+9,600	New	+$1.61M	0.04%	2310
2022 Q1	–	Sell	-4,900	Closed	-$1.03M	–	9459
2021 Q4	$1.03M	Sell	4,900 -24,000	-83%	-$4.73M	0.02%	3332
2021 Q3	$5.35M	Buy	+28,900	New	+$5.58M	0.12%	1615

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return