Lockheed Martin Investment Management’s Sun Communities SUI Stock Holding History

Lockheed Martin Investment 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 Q3	–	Sell	-3,470	Closed	-$418K	–	153
2024 Q2	$418K	Sell	3,470 -2,031	-37%	-$241K	0.02%	128
2024 Q1	$766K	Sell	5,501 -1,800	-25%	-$234K	0.06%	122
2023 Q4	$1.04M	Sell	7,301 -2,000	-22%	-$241K	0.07%	113
2023 Q3	$1.26M	Hold	9,301	–	–	0.1%	102
2023 Q2	$1.21M	Buy	9,301 +900	+11%	+$120K	0.07%	103
2023 Q1	$1.18M	Hold	8,401	–	–	0.07%	108
2022 Q4	$1.2M	Buy	8,401 +900	+12%	+$123K	0.08%	108
2022 Q3	$1.01M	Sell	7,501 -1,200	-14%	-$190K	0.08%	108
2022 Q2	$1.39M	Sell	8,701 -3,110	-26%	-$522K	0.09%	112
2022 Q1	$2.07M	Sell	11,811 -1,400	-11%	-$260K	0.11%	114
2021 Q4	$2.77M	Buy	+13,211	New	+$2.6M	0.15%	99

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

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Lockheed Martin Investment Management's SUI Position: Q3 2024 in Review

Lockheed Martin Investment Management sold out of Sun Communities (SUI) in Q3 2024, closing a stake of 3,470 shares — an estimated $418K sold.

Lockheed Martin Investment Management first reported a position in SUI in Q4 2021 and held it in 11 quarters. The position peaked at $2.77M in Q4 2021. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

Lockheed Martin Investment Management reported no remaining Sun Communities position as of Q3 2024 after selling out during the quarter.
Lockheed Martin Investment Management sold 3,470 Sun Communities shares in Q3 2024, an estimated $418K.
Lockheed Martin Investment Management first reported a position in Sun Communities in Q4 2021 and held it in 11 quarters.
Lockheed Martin Investment Management's Sun Communities position peaked at $2.77M in Q4 2021.
516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.