LM
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Lincluden Management’s Sun Communities SUI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.84M Buy
+22,478
New +$2.84M 0.31% 58
2023
Q3
Sell
-14,151
Closed -$1.85M 75
2023
Q2
$1.85M Hold
14,151
0.21% 66
2023
Q1
$1.99M Sell
14,151
-6,888
-33% -$971K 0.23% 65
2022
Q4
$3.01M Sell
21,039
-3,945
-16% -$564K 0.35% 48
2022
Q3
$3.38M Buy
24,984
+1,924
+8% +$260K 0.43% 39
2022
Q2
$3.68M Buy
23,060
+3,563
+18% +$568K 0.4% 43
2022
Q1
$3.42M Sell
19,497
-20,817
-52% -$3.65M 0.3% 54
2021
Q4
$8.47M Buy
40,314
+18,912
+88% +$3.97M 0.77% 28
2021
Q3
$3.96M Sell
21,402
-15,650
-42% -$2.9M 0.4% 47
2021
Q2
$6.35M Sell
37,052
-145
-0.4% -$24.9K 0.61% 29
2021
Q1
$5.58M Sell
37,197
-11,608
-24% -$1.74M 0.54% 33
2020
Q4
$7.42M Buy
48,805
+12,260
+34% +$1.86M 0.77% 22
2020
Q3
$5.14M Sell
36,545
-1,955
-5% -$275K 0.51% 30
2020
Q2
$5.22M Buy
38,500
+11,800
+44% +$1.6M 0.55% 30
2020
Q1
$2.37M Buy
+26,700
New +$2.37M 0.29% 48