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Legacy Wealth Asset Management’s Sun Communities SUI Stock Holding History

Legacy Wealth Asset Management’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
2026
Q2 		– Sell
-1,933
Closed -$243K – 402
2026
Q1 		$243K Buy
+1,933
New +$250K 0.06% 337
2024
Q1 		– Sell
-2,275
Closed -$304K – 352
2023
Q4 		$304K Buy
+2,275
New +$274K 0.1% 286
2023
Q2 		– Sell
-1,437
Closed -$202K – 346
2023
Q1 		$202K Hold
1,437
– – 0.07% 327
2022
Q4 		$205K Buy
+1,437
New +$196K 0.08% 327
2022
Q2 		– Sell
-1,255
Closed -$220K – 340
2022
Q1 		$220K Sell
1,255
-8
-0.6% -$1.49K 0.08% 285
2021
Q4 		$265K Sell
1,263
-42
-3% -$8.27K 0.09% 275
2021
Q3 		$242K Sell
1,305
-18
-1% -$3.47K 0.11% 264
2021
Q2 		$227K Sell
1,323
-19
-1% -$3.15K 0.1% 280
2021
Q1 		$201K Sell
1,342
-12
-0.9% -$1.77K 0.09% 283
2020
Q4 		$206K Buy
+1,354
New +$196K 0.1% 274

Other funds holding SUI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
AIM
Aurora Investment Managers Naples, Florida $164M AUM 14.98% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return