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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-60	Closed	-$8K	–	778
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