HM Payson & Co’s Sun Communities SUI Stock Holding History

HM Payson & Co’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 Q3	–	Sell	-14	Closed	-$2K	–	1075
2022 Q2	$2K	Buy	+14	New	+$2.35K	﹤0.01%	973

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

HM Payson & Co's SUI Position: Q3 2022 in Review

HM Payson & Co sold out of Sun Communities (SUI) in Q3 2022, closing a stake of 14 shares — an estimated $2K sold.

HM Payson & Co first reported a position in SUI in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 509 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

HM Payson & Co reported no remaining Sun Communities position as of Q3 2022 after selling out during the quarter.
HM Payson & Co sold 14 Sun Communities shares in Q3 2022, an estimated $2K.
HM Payson & Co first reported a position in Sun Communities in Q2 2022 and held it in 1 quarter.
HM Payson & Co's Sun Communities position peaked at $2K in Q2 2022.
509 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on HM Payson & Co's 13F filing for Q3 2022, filed 25 Oct 2022.