Kula Investments’s Sun Communities SUI Stock Holding History

Kula Investments’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 Q1	$233K	Buy	+1,652	New	+$241K	0.06%	534

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kula Investments's SUI Position: Q1 2023 in Review

Kula Investments opened a new position in Sun Communities (SUI) in Q1 2023: 1,652 shares worth $233K. The stake represents 0.06% of the portfolio and ranks #534 among its holdings.

503 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

Kula Investments held 1,652 shares of Sun Communities worth $233K as of Q1 2023.
Sun Communities was a new Kula Investments position in Q1 2023.
Sun Communities made up 0.06% of Kula Investments's portfolio in Q1 2023, its #534 holding.
503 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.