Heritage Wealth Advisors’s Sun Communities SUI Stock Holding History

Heritage Wealth Advisors’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	-400	Closed	-$47.3K	–	590
2023 Q3	$47.3K	Hold	400	–	–	﹤0.01%	307
2023 Q2	$52.2K	Hold	400	–	–	﹤0.01%	320
2023 Q1	$56.4K	Sell	400 -400	-50%	-$58.5K	﹤0.01%	306
2022 Q4	$114K	Hold	800	–	–	0.01%	253
2022 Q3	$108K	Hold	800	–	–	0.01%	246
2022 Q2	$127K	Hold	800	–	–	0.01%	238
2022 Q1	$140K	Hold	800	–	–	0.01%	222
2021 Q4	$168K	Hold	800	–	–	0.01%	217
2021 Q3	$148K	Hold	800	–	–	0.01%	221
2021 Q2	$137K	Hold	800	–	–	0.01%	227
2021 Q1	$120K	Hold	800	–	–	0.01%	246
2020 Q4	$122K	Hold	800	–	–	0.01%	238
2020 Q3	$112K	Hold	800	–	–	0.01%	196
2020 Q2	$109K	Hold	800	–	–	0.02%	197
2020 Q1	$99.9K	Hold	800	–	–	0.02%	189
2019 Q4	$120K	Buy	+800	New	+$125K	0.02%	212

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

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

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

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

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

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

Heritage Wealth Advisors's SUI Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 400 shares — an estimated $47.3K sold.

Heritage Wealth Advisors first reported a position in SUI in Q4 2019 and held it in 16 quarters. The position peaked at $168K in Q4 2021. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Heritage Wealth Advisors reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 400 Sun Communities shares in Q4 2023, an estimated $47.3K.
Heritage Wealth Advisors first reported a position in Sun Communities in Q4 2019 and held it in 16 quarters.
Heritage Wealth Advisors's Sun Communities position peaked at $168K in Q4 2021.
528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.