High Net Worth Advisory Group’s Sun Communities SUI Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-494	Closed	-$70.6K	–	528
2022 Q4	$70.6K	Hold	494	–	–	0.03%	281
2022 Q3	$67K	Hold	494	–	–	0.03%	283
2022 Q2	$79K	Hold	494	–	–	0.03%	267
2022 Q1	$87K	Hold	494	–	–	0.03%	264
2021 Q4	$104K	Buy	+494	New	+$97.3K	0.04%	250

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

High Net Worth Advisory Group's SUI Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Sun Communities (SUI) in Q1 2023, closing a stake of 494 shares — an estimated $70.6K sold.

High Net Worth Advisory Group first reported a position in SUI in Q4 2021 and held it in 5 quarters. The position peaked at $104K in Q4 2021. 504 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

High Net Worth Advisory Group reported no remaining Sun Communities position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 494 Sun Communities shares in Q1 2023, an estimated $70.6K.
High Net Worth Advisory Group first reported a position in Sun Communities in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Sun Communities position peaked at $104K in Q4 2021.
504 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.