Janiczek Wealth Management’s Sun Communities SUI Stock Holding History

Janiczek Wealth 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
2024 Q2	$5.82K	Hold	48	–	–	﹤0.01%	723
2024 Q1	$6.22K	Hold	48	–	–	﹤0.01%	743
2023 Q4	$6.46K	Buy	+48	New	+$5.78K	﹤0.01%	726
2022 Q4	–	Sell	-14	Closed	-$2K	–	1073
2022 Q3	$2K	Sell	14 -54	-79%	-$8.54K	﹤0.01%	785
2022 Q2	$11K	Hold	68	–	–	﹤0.01%	560
2022 Q1	$12K	Hold	68	–	–	﹤0.01%	545
2021 Q4	$14K	Hold	68	–	–	﹤0.01%	545
2021 Q3	$13K	Hold	68	–	–	﹤0.01%	541
2021 Q2	$12K	Hold	68	–	–	﹤0.01%	532
2021 Q1	$10K	Buy	68 +40	+143%	+$5.91K	﹤0.01%	540
2020 Q4	$4K	Buy	+28	New	+$4.05K	﹤0.01%	637

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 $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Janiczek Wealth Management's SUI Position: Q2 2024 in Review

Janiczek Wealth Management held its Sun Communities (SUI) position steady in Q2 2024 at 48 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Janiczek Wealth Management first reported a position in SUI in Q4 2020 and has held it in 11 quarters since. The position peaked at $14K in Q4 2021. 506 funds tracked by Wall St. Rank hold SUI as of Q2 2024.

Janiczek Wealth Management held 48 shares of Sun Communities worth $5.82K as of Q2 2024.
Janiczek Wealth Management left its Sun Communities share count unchanged in Q2 2024.
Sun Communities made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #723 holding.
Janiczek Wealth Management first reported a position in Sun Communities in Q4 2020 and has held it in 11 quarters since.
Janiczek Wealth Management's Sun Communities position peaked at $14K in Q4 2021.
506 funds tracked by Wall St. Rank held Sun Communities as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.