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LMGAM
Liberty Mutual Group Asset Management’s
Sun Communities
SUI
Stock Holding History
Liberty Mutual Group 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
2024
Q4
–
Sell
-24,140
Closed
-$3.26M
–
46
2024
Q3
$3.26M
Sell
24,140
-9,153
-27%
-$1.2M
0.49%
22
2024
Q2
$4.01M
Buy
33,293
+1,665
+5%
+$198K
0.59%
19
2024
Q1
$4.07M
Buy
31,628
+6,345
+25%
+$824K
1.16%
18
2023
Q4
$3.38M
Sell
25,283
-193
-0.8%
-$23.2K
0.98%
22
2023
Q3
$3.01M
Sell
25,476
-7,772
-23%
-$986K
0.84%
22
2023
Q2
$4.34M
Buy
33,248
+1,848
+6%
+$247K
1.1%
14
2023
Q1
$4.42M
Hold
31,400
–
–
1%
15
2022
Q4
$4.49M
Buy
31,400
+378
+1%
+$51.6K
1.21%
16
2022
Q3
$4.2M
Sell
31,022
-7,816
-20%
-$1.24M
1.26%
20
2022
Q2
$6.19M
Sell
38,838
-2,170
-5%
-$364K
0.93%
19
2022
Q1
$7.19M
Buy
+41,008
New
+$7.62M
0.25%
26
Other funds holding SUI
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Cohen & Steers
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$57.6B AUM
8.03%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Daiwa Securities Group
Tokyo, Japan
$34.6B AUM
20.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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