Kathleen S. Wright Associates’s Sun Communities SUI Stock Holding History

Kathleen S. Wright Associates’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	–	Sell	-16	Closed	-$2.09K	–	199
2023 Q2	$2.09K	Hold	16	–	–	﹤0.01%	159
2023 Q1	$2.25K	Hold	16	–	–	﹤0.01%	154
2022 Q4	$2K	Hold	16	–	–	﹤0.01%	188
2022 Q3	$2K	Buy	+16	New	+$2.53K	﹤0.01%	171

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kathleen S. Wright Associates's SUI Position: Q3 2023 in Review

Kathleen S. Wright Associates sold out of Sun Communities (SUI) in Q3 2023, closing a stake of 16 shares — an estimated $2.09K sold.

Kathleen S. Wright Associates first reported a position in SUI in Q3 2022 and held it in 4 quarters. The position peaked at $2.25K in Q1 2023. 499 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

Kathleen S. Wright Associates reported no remaining Sun Communities position as of Q3 2023 after selling out during the quarter.
Kathleen S. Wright Associates sold 16 Sun Communities shares in Q3 2023, an estimated $2.09K.
Kathleen S. Wright Associates first reported a position in Sun Communities in Q3 2022 and held it in 4 quarters.
Kathleen S. Wright Associates's Sun Communities position peaked at $2.25K in Q1 2023.
499 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2023, filed 23 Oct 2023.