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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Liberty Mutual Group Asset Management's SUI Position: Q4 2024 in Review

Liberty Mutual Group Asset Management sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 24,140 shares — an estimated $3.26M sold.

Liberty Mutual Group Asset Management first reported a position in SUI in Q1 2022 and held it in 11 quarters. The position peaked at $7.19M in Q1 2022. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Liberty Mutual Group Asset Management reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Liberty Mutual Group Asset Management sold 24,140 Sun Communities shares in Q4 2024, an estimated $3.26M.
Liberty Mutual Group Asset Management first reported a position in Sun Communities in Q1 2022 and held it in 11 quarters.
Liberty Mutual Group Asset Management's Sun Communities position peaked at $7.19M in Q1 2022.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.