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LifePlan Financial’s Sun Communities SUI Stock Holding History

LifePlan Financial’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
Q3 		– Sell
-1,867
Closed -$225K – 94
2024
Q2 		$225K Buy
1,867
+4
+0.2% +$475 0.21% 87
2024
Q1 		$240K Sell
1,863
-222
-11% -$28.8K 0.22% 87
2023
Q4 		$279K Buy
+2,085
New +$251K 0.28% 78

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LifePlan Financial's SUI Position: Q3 2024 in Review

LifePlan Financial sold out of Sun Communities (SUI) in Q3 2024, closing a stake of 1,867 shares — an estimated $225K sold.

LifePlan Financial first reported a position in SUI in Q4 2023 and held it in 3 quarters. The position peaked at $279K in Q4 2023. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

  • LifePlan Financial reported no remaining Sun Communities position as of Q3 2024 after selling out during the quarter.
  • LifePlan Financial sold 1,867 Sun Communities shares in Q3 2024, an estimated $225K.
  • LifePlan Financial first reported a position in Sun Communities in Q4 2023 and held it in 3 quarters.
  • LifePlan Financial's Sun Communities position peaked at $279K in Q4 2023.
  • 516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on LifePlan Financial's 13F filing for Q3 2024, filed 4 Oct 2024.