Horan Securities’s Sun Communities SUI Stock Holding History

Horan Securities’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	-13	Closed	-$2K	–	777
2022 Q2	$2K	Buy	+13	New	+$2.18K	﹤0.01%	573
2020 Q2	–	Sell	-10	Closed	-$1K	–	371
2020 Q1	$1K	Buy	+10	New	+$1.51K	﹤0.01%	247

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

Horan Securities's SUI Position: Q3 2022 in Review

Horan Securities sold out of Sun Communities (SUI) in Q3 2022, closing a stake of 13 shares — an estimated $2K sold.

Horan Securities first reported a position in SUI in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 509 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

Horan Securities reported no remaining Sun Communities position as of Q3 2022 after selling out during the quarter.
Horan Securities sold 13 Sun Communities shares in Q3 2022, an estimated $2K.
Horan Securities first reported a position in Sun Communities in Q1 2020 and held it in 2 quarters.
Horan Securities'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 Horan Securities's 13F filing for Q3 2022, filed 12 Oct 2022.