Jaffetilchin Investment Partners’s Sun Communities SUI Stock Holding History

Jaffetilchin Investment Partners’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 Q4	–	Sell	-589	Closed	-$79.6K	–	1188
2024 Q3	$79.6K	Buy	+589	New	+$77.5K	0.01%	497
2023 Q2	–	Sell	-1,498	Closed	-$211K	–	383
2023 Q1	$211K	Buy	+1,498	New	+$219K	0.02%	332
2022 Q3	–	Sell	-1,384	Closed	-$220K	–	346
2022 Q2	$220K	Hold	1,384	–	–	0.03%	290
2022 Q1	$218K	Buy	1,384 +31	+2%	+$5.76K	0.03%	296
2021 Q4	$284K	Hold	1,353	–	–	0.03%	290
2021 Q3	$250K	Hold	1,353	–	–	0.03%	306
2021 Q2	$232K	Buy	1,353 +10	+0.7%	+$1.66K	0.02%	342
2021 Q1	$202K	Buy	+1,343	New	+$198K	0.02%	340

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Jaffetilchin Investment Partners's SUI Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 589 shares — an estimated $79.6K sold.

Jaffetilchin Investment Partners first reported a position in SUI in Q1 2021 and held it in 8 quarters. The position peaked at $284K in Q4 2021. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 589 Sun Communities shares in Q4 2024, an estimated $79.6K.
Jaffetilchin Investment Partners first reported a position in Sun Communities in Q1 2021 and held it in 8 quarters.
Jaffetilchin Investment Partners's Sun Communities position peaked at $284K in Q4 2021.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.