Hill Winds Capital’s Sun Communities SUI Stock Holding History

Hill Winds Capital’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
2022 Q4	$7.51M	Buy	52,500 +2,500	+5%	+$341K	3.81%	10
2022 Q3	$6.77M	Buy	+50,000	New	+$7.91M	3.01%	12

Other funds holding SUI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hill Winds Capital's SUI Position: Q4 2022 in Review

Hill Winds Capital increased its Sun Communities (SUI) stake by 5% in Q4 2022, buying an estimated $341K and bringing the position to 52,500 shares worth $7.51M. The position accounts for 3.81% of the portfolio, ranked #10.

Hill Winds Capital first reported a position in SUI in Q3 2022 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold SUI as of Q4 2022.

Hill Winds Capital held 52,500 shares of Sun Communities worth $7.51M as of Q4 2022.
Hill Winds Capital bought 2,500 Sun Communities shares in Q4 2022, an estimated $341K.
Sun Communities made up 3.81% of Hill Winds Capital's portfolio in Q4 2022, its #10 holding.
Hill Winds Capital first reported a position in Sun Communities in Q3 2022 and has held it in 2 quarters since.
510 funds tracked by Wall St. Rank held Sun Communities as of Q4 2022.

Based on Hill Winds Capital's 13F filing for Q4 2022, filed 3 Feb 2023.