Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Sun Communities SUI Stock Holding History

Kovitz Investment Group Partners’s Portfolio SUI Stock Details SUI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$304K Buy
2025
Q2 		$297K Sell
2025
Q1 		$349K Sell
2024
Q4 		$363K Sell
2024
Q3 		$460K Sell
2024
Q2 		$440K Sell
2024
Q1 		$531K Buy
2023
Q4 		$419K Hold
2023
Q3 		$371K Hold
2023
Q2 		$409K Buy