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Indiana Trust & Investment Management’s Sun Communities SUI Stock Holding History

Indiana Trust & Investment Management’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
2024
Q2 		– Sell
-150
Closed -$19.3K – 484
2024
Q1 		$19.3K Hold
150
– – 0.01% 345
2023
Q4 		$20K Hold
150
– – 0.01% 316
2023
Q3 		$17.8K Buy
+150
New +$19K 0.01% 327

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Indiana Trust & Investment Management's SUI Position: Q2 2024 in Review

Indiana Trust & Investment Management sold out of Sun Communities (SUI) in Q2 2024, closing a stake of 150 shares — an estimated $19.3K sold.

Indiana Trust & Investment Management first reported a position in SUI in Q3 2023 and held it in 3 quarters. The position peaked at $20K in Q4 2023. 507 funds tracked by Wall St. Rank hold SUI as of Q2 2024.

  • Indiana Trust & Investment Management reported no remaining Sun Communities position as of Q2 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 150 Sun Communities shares in Q2 2024, an estimated $19.3K.
  • Indiana Trust & Investment Management first reported a position in Sun Communities in Q3 2023 and held it in 3 quarters.
  • Indiana Trust & Investment Management's Sun Communities position peaked at $20K in Q4 2023.
  • 507 funds tracked by Wall St. Rank held Sun Communities as of Q2 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.