Intrust Bank’s Sun Communities SUI Stock Holding History

Intrust Bank’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 Q4	–	Sell	-1,804	Closed	-$213K	–	387
2023 Q3	$213K	Buy	+1,804	New	+$229K	0.03%	350
2023 Q2	–	Sell	-1,566	Closed	-$221K	–	397
2023 Q1	$221K	Buy	1,566 +36	+2%	+$5.26K	0.03%	365
2022 Q4	$219K	Sell	1,530 -43	-3%	-$5.87K	0.03%	360
2022 Q3	$213K	Sell	1,573 -277	-15%	-$43.8K	0.03%	351
2022 Q2	$295K	Sell	1,850 -689	-27%	-$116K	0.04%	303
2022 Q1	$445K	Buy	2,539 +53	+2%	+$9.85K	0.06%	262
2021 Q4	$522K	Buy	2,486 +283	+13%	+$55.7K	0.06%	234
2021 Q3	$408K	Sell	2,203 -50	-2%	-$9.65K	0.05%	260
2021 Q2	$386K	Sell	2,253 -275	-11%	-$45.6K	0.05%	270
2021 Q1	$379K	Buy	2,528 +371	+17%	+$54.8K	0.05%	269
2020 Q4	$328K	Buy	2,157 +219	+11%	+$31.7K	0.05%	272
2020 Q3	$272K	Buy	1,938 +417	+27%	+$59.8K	0.05%	280
2020 Q2	$206K	Buy	+1,521	New	+$202K	0.04%	308

Other funds holding SUI

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return