Legacy Trust’s Sun Communities SUI Stock Holding History

Legacy Trust’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
2025 Q1	–	Sell	-5,081	Closed	-$625K	–	163
2024 Q4	$625K	Buy	+5,081	New	+$650K	0.15%	95
2024 Q1	–	Sell	-21,040	Closed	-$2.81M	–	158
2023 Q4	$2.81M	Sell	21,040 -4,012	-16%	-$483K	0.73%	47
2023 Q3	$2.96M	Buy	25,052 +9	+0%	+$1.14K	0.86%	44
2023 Q2	$3.27M	Hold	25,043	–	–	0.9%	38
2023 Q1	$3.53M	Sell	25,043 -120,000	-83%	-$17.5M	1.05%	34
2022 Q4	$20.7M	Buy	+145,043	New	+$19.8M	6.4%	1

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Legacy Trust's SUI Position: Q1 2025 in Review

Legacy Trust sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 5,081 shares — an estimated $625K sold.

Legacy Trust first reported a position in SUI in Q4 2022 and held it in 6 quarters. The position peaked at $20.7M in Q4 2022. 497 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

Legacy Trust reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
Legacy Trust sold 5,081 Sun Communities shares in Q1 2025, an estimated $625K.
Legacy Trust first reported a position in Sun Communities in Q4 2022 and held it in 6 quarters.
Legacy Trust's Sun Communities position peaked at $20.7M in Q4 2022.
497 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Legacy Trust's 13F filing for Q1 2025, filed 16 Apr 2025.