HHM Wealth Advisors’s Sun Communities SUI Stock Holding History

HHM 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
2025 Q1	–	Sell	-5	Closed	-$615	–	1034
2024 Q4	$615	Buy	+5	New	+$640	﹤0.01%	905
2024 Q2	–	Sell	-65	Closed	-$8.36K	–	855
2024 Q1	$8.36K	Sell	65 -18	-22%	-$2.34K	﹤0.01%	549
2023 Q4	$11.1K	Hold	83	–	–	﹤0.01%	497
2023 Q3	$9.82K	Hold	83	–	–	﹤0.01%	509
2023 Q2	$10.8K	Sell	83 -21	-20%	-$2.81K	﹤0.01%	518
2023 Q1	$14.7K	Buy	104 +13	+14%	+$1.9K	﹤0.01%	457
2022 Q4	$13K	Buy	91 +29	+47%	+$3.96K	﹤0.01%	416
2022 Q3	$8K	Buy	+62	New	+$9.81K	﹤0.01%	474

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

HHM Wealth Advisors's SUI Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 5 shares — an estimated $615 sold.

HHM Wealth Advisors first reported a position in SUI in Q3 2022 and held it in 8 quarters. The position peaked at $14.7K in Q1 2023. 497 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

HHM Wealth Advisors reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 5 Sun Communities shares in Q1 2025, an estimated $615.
HHM Wealth Advisors first reported a position in Sun Communities in Q3 2022 and held it in 8 quarters.
HHM Wealth Advisors's Sun Communities position peaked at $14.7K in Q1 2023.
497 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.