KJHP
SUI icon

K.J. Harrison & Partners’s Sun Communities SUI Stock Holding History

K.J. Harrison & 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
-7,455
Closed -$999K – 225
2024
Q3 		$999K Sell
7,455
-340
-4% -$44.7K 0.15% 134
2024
Q2 		$938K Sell
7,795
-40,000
-84% -$4.75M 0.15% 126
2024
Q1 		$6.15M Buy
47,795
+4,050
+9% +$526K 0.95% 33
2023
Q4 		$5.85M Buy
43,745
+20,975
+92% +$2.53M 0.99% 28
2023
Q3 		$2.69M Buy
22,770
+11,030
+94% +$1.4M 0.61% 56
2023
Q2 		$1.53M Buy
11,740
+100
+0.9% +$13.4K 0.28% 102
2023
Q1 		$1.64M Buy
11,640
+3,100
+36% +$453K 0.33% 93
2022
Q4 		$1.65M Buy
8,540
+4,025
+89% +$550K 0.32% 98
2022
Q3 		$611K Buy
4,515
+550
+14% +$87K 0.22% 98
2022
Q2 		$632K Sell
3,965
-17,985
-82% -$3.02M 0.17% 117
2022
Q1 		$3.85M Hold
21,950
– – 0.62% 47
2021
Q4 		$4.62M Buy
21,950
+160
+0.7% +$31.5K 0.65% 37
2021
Q3 		$4.06M Sell
21,790
-100
-0.5% -$19.3K 0.59% 46
2021
Q2 		$3.75K Hold
21,890
– – 0.39% 52
2021
Q1 		$3.28M Sell
21,890
-50,000
-70% -$7.38M 0.51% 56
2020
Q4 		$10.9M Sell
71,890
-8,500
-11% -$1.23M 1.78% 9
2020
Q3 		$11.3M Sell
80,390
-712
-0.9% -$102K 2.34% 4
2020
Q2 		$11M Buy
81,102
+75,452
+1,335% +$10M 3.01% 4
2020
Q1 		$705K Sell
5,650
-16,350
-74% -$2.47M 0.39% 65
2019
Q4 		$3.3M Sell
22,000
-1,000
-4% -$156K 0.83% 50
2019
Q3 		$3.41M Buy
+23,000
New +$3.25M 0.95% 35
2017
Q4 		– Sell
-10,000
Closed -$857K – 193
2017
Q3 		$857K Hold
10,000
– – 0.29% 95
2017
Q2 		$877K Hold
10,000
– – 0.34% 93
2017
Q1 		$803K Hold
10,000
– – 0.33% 88
2016
Q4 		$766K Buy
+10,000
New +$748K 0.31% 96
2016
Q3 		– Sell
-10,000
Closed -$766K – 224
2016
Q2 		$766K Buy
+10,000
New +$706K 0.41% 84

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 $5.72T 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 $51.1B AUM 35.55% 1-Year Est. Return

K.J. Harrison & Partners's SUI Position: Q4 2024 in Review

K.J. Harrison & Partners sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 7,455 shares — an estimated $999K sold.

K.J. Harrison & Partners first reported a position in SUI in Q2 2016 and held it in 26 quarters. The position peaked at $11.3M in Q3 2020. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

  • K.J. Harrison & Partners reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
  • K.J. Harrison & Partners sold 7,455 Sun Communities shares in Q4 2024, an estimated $999K.
  • K.J. Harrison & Partners first reported a position in Sun Communities in Q2 2016 and held it in 26 quarters.
  • K.J. Harrison & Partners's Sun Communities position peaked at $11.3M in Q3 2020.
  • 476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on K.J. Harrison & Partners's 13F filing for Q4 2024, filed 5 Feb 2025.