JIP
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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 – 1193
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return