HST Ventures’s Sun Communities SUI Stock Holding History

HST Ventures’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 Q3	–	Sell	-7,627	Closed	-$995K	–	55
2023 Q2	$995K	Hold	7,627	–	–	0.49%	34
2023 Q1	$1.07M	Buy	+7,627	New	+$1.11M	0.55%	24

Other funds holding SUI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

HST Ventures's SUI Position: Q3 2023 in Review

HST Ventures sold out of Sun Communities (SUI) in Q3 2023, closing a stake of 7,627 shares — an estimated $995K sold.

HST Ventures first reported a position in SUI in Q1 2023 and held it in 2 quarters. The position peaked at $1.07M in Q1 2023. 499 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

HST Ventures reported no remaining Sun Communities position as of Q3 2023 after selling out during the quarter.
HST Ventures sold 7,627 Sun Communities shares in Q3 2023, an estimated $995K.
HST Ventures first reported a position in Sun Communities in Q1 2023 and held it in 2 quarters.
HST Ventures's Sun Communities position peaked at $1.07M in Q1 2023.
499 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on HST Ventures's 13F filing for Q3 2023, filed 13 Nov 2023.