Johnson Financial Group Inc (Wisconsin)’s Sun Communities SUI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2026 Q1	–	Sell	-9	Closed	-$1.13K	–	962
2025 Q4	$1.13K	Buy	+9	New	+$1.13K	﹤0.01%	884
2024 Q3	–	Sell	-8	Closed	-$971	–	1039
2024 Q2	$971	Buy	+8	New	+$951	﹤0.01%	741
2023 Q1	–	Sell	-205	Closed	-$30K	–	604
2022 Q4	$29.5K	Buy	205 +170	+486%	+$23.2K	﹤0.01%	399
2022 Q3	$5K	Buy	+35	New	+$5.54K	﹤0.01%	544
2019 Q4	–	Sell	-150	Closed	-$22K	–	579
2019 Q3	$22K	Sell	150 -115	-43%	-$16.2K	﹤0.01%	400
2019 Q2	$34K	Hold	265	–	–	﹤0.01%	359
2019 Q1	$31K	Sell	265 -138	-34%	-$15.3K	﹤0.01%	356
2018 Q4	$41K	Hold	403	–	–	﹤0.01%	327
2018 Q3	$41K	Hold	403	–	–	﹤0.01%	334
2018 Q2	$39K	Sell	403 -599	-60%	-$56.3K	﹤0.01%	349
2018 Q1	$92K	Sell	1,002 -195	-16%	-$17.2K	0.01%	282
2017 Q4	$111K	Hold	1,197	–	–	0.01%	277
2017 Q3	$103K	Buy	1,197 +195	+19%	+$17.2K	0.01%	280
2017 Q2	$88K	Buy	+1,002	New	+$85.9K	0.01%	298

Other funds holding SUI

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SUI Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 9 shares — an estimated $1.13K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SUI in Q2 2017 and held it in 14 quarters. The position peaked at $111K in Q4 2017. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 9 Sun Communities shares in Q1 2026, an estimated $1.13K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Sun Communities in Q2 2017 and held it in 14 quarters.
Johnson Financial Group Inc (Wisconsin)'s Sun Communities position peaked at $111K in Q4 2017.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.