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Handelsinvest Investeringsforvaltning’s Sun Communities SUI Stock Holding History

Handelsinvest Investeringsforvaltning’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
Q1 		$398K Sell
3,092
-1,605
-34% -$208K 0.19% 109
2023
Q4 		$628K Buy
+4,697
New +$566K 0.26% 89

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's SUI Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Sun Communities (SUI) stake by 34% in Q1 2024, selling an estimated $208K and leaving 3,092 shares worth $398K. The position accounts for 0.19% of the portfolio, ranked #109.

Handelsinvest Investeringsforvaltning first reported a position in SUI in Q4 2023 and has held it in 2 quarters since. The position peaked at $628K in Q4 2023. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 3,092 shares of Sun Communities worth $398K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 1,605 Sun Communities shares in Q1 2024, an estimated $208K.
  • Sun Communities made up 0.19% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #109 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Sun Communities in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's Sun Communities position peaked at $628K in Q4 2023.
  • 502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.