Howe & Rusling’s Sun Communities SUI Stock Holding History

Howe & Rusling’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	–	Sell	-20	Closed	-$3K	–	938
2022 Q3	$3K	Hold	20	–	–	﹤0.01%	810
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	820
2022 Q1	$4K	Hold	20	–	–	﹤0.01%	739
2021 Q4	$4K	Buy	20 +8	+67%	+$1.58K	﹤0.01%	756
2021 Q3	$2K	Buy	+12	New	+$2.32K	﹤0.01%	879

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

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

CIM

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

Norges Bank Oslo, Norway $1T AUM

Howe & Rusling's SUI Position: Q4 2022 in Review

Howe & Rusling sold out of Sun Communities (SUI) in Q4 2022, closing a stake of 20 shares — an estimated $3K sold.

Howe & Rusling first reported a position in SUI in Q3 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 511 funds tracked by Wall St. Rank hold SUI as of Q4 2022.

Howe & Rusling reported no remaining Sun Communities position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 20 Sun Communities shares in Q4 2022, an estimated $3K.
Howe & Rusling first reported a position in Sun Communities in Q3 2021 and held it in 5 quarters.
Howe & Rusling's Sun Communities position peaked at $4K in Q1 2022.
511 funds tracked by Wall St. Rank held Sun Communities as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.