Grove Bank & Trust’s Sun Communities SUI Stock Holding History

Grove Bank & Trust’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 Q3	–	Sell	-36	Closed	-$4.7K	–	785
2023 Q2	$4.7K	Hold	36	–	–	﹤0.01%	551
2023 Q1	$5.07K	Buy	+36	New	+$5.26K	﹤0.01%	563

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Grove Bank & Trust's SUI Position: Q3 2023 in Review

Grove Bank & Trust sold out of Sun Communities (SUI) in Q3 2023, closing a stake of 36 shares — an estimated $4.7K sold.

Grove Bank & Trust first reported a position in SUI in Q1 2023 and held it in 2 quarters. The position peaked at $5.07K in Q1 2023. 499 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

Grove Bank & Trust reported no remaining Sun Communities position as of Q3 2023 after selling out during the quarter.
Grove Bank & Trust sold 36 Sun Communities shares in Q3 2023, an estimated $4.7K.
Grove Bank & Trust first reported a position in Sun Communities in Q1 2023 and held it in 2 quarters.
Grove Bank & Trust's Sun Communities position peaked at $5.07K in Q1 2023.
499 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on Grove Bank & Trust's 13F filing for Q3 2023, filed 30 Oct 2023.