Institutional & Family Asset Management’s Sun Communities SUI Stock Holding History

Institutional & Family Asset 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
2022 Q4	–	Sell	-60	Closed	-$8K	–	774
2022 Q3	$8K	Hold	60	–	–	﹤0.01%	413
2022 Q2	$10K	Hold	60	–	–	﹤0.01%	394
2022 Q1	$11K	Buy	60 +5	+9%	+$929	﹤0.01%	431
2021 Q4	$12K	Hold	55	–	–	﹤0.01%	426
2021 Q3	$10K	Hold	55	–	–	﹤0.01%	552
2021 Q2	$9K	Hold	55	–	–	﹤0.01%	618
2021 Q1	$8K	Buy	55 +6	+12%	+$886	﹤0.01%	611
2020 Q4	$7K	Buy	49 +5	+11%	+$724	﹤0.01%	603
2020 Q3	$6K	Hold	44	–	–	﹤0.01%	568
2020 Q2	$6K	Sell	44 -14	-24%	-$1.86K	﹤0.01%	567
2020 Q1	$7K	Buy	58 +14	+32%	+$2.11K	﹤0.01%	502
2019 Q4	$7K	Hold	44	–	–	﹤0.01%	558
2019 Q3	$7K	Hold	44	–	–	﹤0.01%	522
2019 Q2	$6K	Buy	44 +5	+13%	+$621	﹤0.01%	567
2019 Q1	$5K	Hold	39	–	–	﹤0.01%	607
2018 Q4	$4K	Hold	39	–	–	﹤0.01%	620
2018 Q3	$4K	Hold	39	–	–	﹤0.01%	651
2018 Q2	$4K	Hold	39	–	–	﹤0.01%	642
2018 Q1	$4K	Buy	+39	New	+$3.44K	﹤0.01%	630

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 $3.38T AUM 44.17% 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

Institutional & Family Asset Management's SUI Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Sun Communities (SUI) in Q4 2022, closing a stake of 60 shares — an estimated $8K sold.

Institutional & Family Asset Management first reported a position in SUI in Q1 2018 and held it in 19 quarters. The position peaked at $12K in Q4 2021. 511 funds tracked by Wall St. Rank hold SUI as of Q4 2022.

Institutional & Family Asset Management reported no remaining Sun Communities position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 60 Sun Communities shares in Q4 2022, an estimated $8K.
Institutional & Family Asset Management first reported a position in Sun Communities in Q1 2018 and held it in 19 quarters.
Institutional & Family Asset Management's Sun Communities position peaked at $12K in Q4 2021.
511 funds tracked by Wall St. Rank held Sun Communities as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.