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JP Morgan Private Wealth Advisors’s Sun Communities SUI Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$6.74M Sell
56,969
-31,372
-36% -$3.98M 0.02% 442
2023
Q2 		$11.5M Sell
88,341
-6,841
-7% -$915K 0.06% 213
2023
Q1 		$13.4M Buy
95,182
+232
+0.2% +$33.9K 0.03% 377
2022
Q4 		$13.6M Sell
94,950
-23,387
-20% -$3.19M 0.03% 366
2022
Q3 		$16M Buy
118,337
+997
+0.8% +$158K 0.04% 312
2022
Q2 		$18.7M Buy
117,340
+1,535
+1% +$258K 0.05% 295
2022
Q1 		$20.3M Sell
115,805
-395
-0.3% -$73.4K 0.04% 320
2021
Q4 		$24.4M Buy
116,200
+3,136
+3% +$618K 0.05% 284
2021
Q3 		$20.9M Buy
113,064
+2,492
+2% +$481K 0.05% 301
2021
Q2 		$19M Buy
110,572
+8,200
+8% +$1.36M 0.05% 315
2021
Q1 		$15.4M Sell
102,372
-457
-0.4% -$67.5K 0.05% 313
2020
Q4 		$15.6M Buy
102,829
+1,451
+1% +$210K 0.05% 304
2020
Q3 		$14.3M Sell
101,378
-638
-0.6% -$91.5K 0.06% 269
2020
Q2 		$13.8M Buy
102,016
+4,027
+4% +$534K 0.06% 242
2020
Q1 		$12.2M Buy
97,989
+13,643
+16% +$2.06M 0.07% 232
2019
Q4 		$12.7M Sell
84,346
-4,640
-5% -$723K 0.06% 273
2019
Q3 		$13.2M Buy
88,986
+2,121
+2% +$299K 0.07% 246
2019
Q2 		$11.1M Sell
86,865
-1,246
-1% -$155K 0.06% 267
2019
Q1 		$10.4M Buy
88,111
+3,792
+4% +$422K 0.05% 281
2018
Q4 		$8.58M Sell
84,319
-771
-0.9% -$78.5K 0.05% 276
2018
Q3 		$8.64M Buy
85,090
+5,646
+7% +$564K 0.04% 327
2018
Q2 		$7.78M Buy
+79,444
New +$7.47M 0.04% 318

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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SUI Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Sun Communities (SUI) stake by 36% in Q3 2023, selling an estimated $3.98M and leaving 56,969 shares worth $6.74M. The position accounts for 0.02% of the portfolio, ranked #442.

JP Morgan Private Wealth Advisors first reported a position in SUI in Q2 2018 and has held it in 22 quarters since. The position peaked at $24.4M in Q4 2021. 499 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 56,969 shares of Sun Communities worth $6.74M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 31,372 Sun Communities shares in Q3 2023, an estimated $3.98M.
  • Sun Communities made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #442 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Sun Communities in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Sun Communities position peaked at $24.4M in Q4 2021.
  • 499 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.