Lloyd Advisory Services’s Sun Communities SUI Stock Holding History

Lloyd Advisory Services’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
2023 Q4	–	Sell	-2,697	Closed	-$319K	–	314
2023 Q3	$319K	Buy	+2,697	New	+$342K	0.11%	175

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lloyd Advisory Services's SUI Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 2,697 shares — an estimated $319K sold.

Lloyd Advisory Services first reported a position in SUI in Q3 2023 and held it in 1 quarter. The position peaked at $319K in Q3 2023. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Lloyd Advisory Services reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 2,697 Sun Communities shares in Q4 2023, an estimated $319K.
Lloyd Advisory Services first reported a position in Sun Communities in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's Sun Communities position peaked at $319K in Q3 2023.
528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.