Maple Capital Management’s Sun Communities SUI Stock Holding History

Maple Capital 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
2023 Q2	–	Sell	-1,483	Closed	-$209K	–	99
2023 Q1	$209K	Hold	1,483	–	–	0.03%	89
2022 Q4	$212K	Sell	1,483 -283	-16%	-$38.6K	0.03%	90
2022 Q3	$241K	Sell	1,766 -60	-3%	-$9.49K	0.03%	86
2022 Q2	$291K	Sell	1,826 -69	-4%	-$11.6K	0.04%	78
2022 Q1	$332K	Sell	1,895 -271	-13%	-$50.4K	0.04%	82
2021 Q4	$455K	Sell	2,166 -325	-13%	-$64K	0.05%	73
2021 Q3	$461K	Sell	2,491 -75	-3%	-$14.5K	0.06%	73
2021 Q2	$507K	Sell	2,566 -75	-3%	-$12.4K	0.06%	72
2021 Q1	$396K	Hold	2,641	–	–	0.06%	70
2020 Q4	$401K	Sell	2,641 -825	-24%	-$119K	0.06%	73
2020 Q3	$508K	Sell	3,466 -750	-18%	-$108K	0.08%	72
2020 Q2	$572K	Sell	4,216 -1,832	-30%	-$243K	0.11%	69
2020 Q1	$755K	Sell	6,048 -1,775	-23%	-$268K	0.19%	56
2019 Q4	$1.17M	Sell	7,823 -700	-8%	-$109K	0.23%	54
2019 Q3	$1.26M	Sell	8,523 -650	-7%	-$91.8K	0.27%	49
2019 Q2	$1.18M	Hold	9,173	–	–	0.26%	52
2019 Q1	$1.09M	Sell	9,173 -1,525	-14%	-$170K	0.26%	52
2018 Q4	$1.09M	Sell	10,698 -100	-0.9%	-$10.2K	0.28%	52
2018 Q3	$1.1M	Sell	10,798 -1,525	-12%	-$152K	0.25%	54
2018 Q2	$1.21M	Sell	12,323 -2,300	-16%	-$216K	0.3%	54
2018 Q1	$1.34M	Sell	14,623 -125	-0.8%	-$11K	0.33%	56
2017 Q4	$1.37M	Sell	14,748 -575	-4%	-$52.7K	0.35%	54
2017 Q3	$1.31M	Hold	15,323	–	–	0.35%	55
2017 Q2	$1.34M	Sell	15,323 -2,685	-15%	-$230K	0.39%	51
2017 Q1	$1.45M	Sell	18,008 -7,190	-29%	-$573K	0.43%	52
2016 Q4	$1.93M	Sell	25,198 -4,564	-15%	-$341K	0.61%	45
2016 Q3	$2.34M	Sell	29,762 -39	-0.1%	-$3.02K	0.76%	44
2016 Q2	$2.28M	Sell	29,801 -409	-1%	-$28.9K	0.84%	42
2016 Q1	$2.16M	Buy	30,210 +625	+2%	+$42.1K	0.8%	41
2015 Q4	$2.03M	Buy	29,585 +760	+3%	+$51.2K	0.72%	44
2015 Q3	$1.95M	Sell	28,825 -550	-2%	-$36.6K	0.72%	47
2015 Q2	$1.82M	Buy	29,375 +140	+0.5%	+$8.87K	0.62%	49
2015 Q1	$1.95M	Sell	29,235 -725	-2%	-$48.7K	0.68%	47
2014 Q4	$1.81M	Hold	29,960	–	–	0.66%	48
2014 Q3	$1.51M	Buy	29,960 +375	+1%	+$19.7K	0.57%	52
2014 Q2	$1.48M	Buy	29,585 +100	+0.3%	+$4.71K	0.54%	52
2014 Q1	$1.33M	Buy	29,485 +1,125	+4%	+$50.7K	0.51%	56
2013 Q4	$1.21M	Buy	28,360 +1,250	+5%	+$53.2K	0.48%	55
2013 Q3	$1.16M	Buy	27,110 +175	+0.6%	+$8.26K	0.51%	56
2013 Q2	$1.34M	Buy	+26,935	New	+$1.36M	0.6%	52

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Maple Capital Management's SUI Position: Q2 2023 in Review

Maple Capital Management sold out of Sun Communities (SUI) in Q2 2023, closing a stake of 1,483 shares — an estimated $209K sold.

Maple Capital Management first reported a position in SUI in Q2 2013 and held it in 40 quarters. The position peaked at $2.34M in Q3 2016. 503 funds tracked by Wall St. Rank hold SUI as of Q2 2023.

Maple Capital Management reported no remaining Sun Communities position as of Q2 2023 after selling out during the quarter.
Maple Capital Management sold 1,483 Sun Communities shares in Q2 2023, an estimated $209K.
Maple Capital Management first reported a position in Sun Communities in Q2 2013 and held it in 40 quarters.
Maple Capital Management's Sun Communities position peaked at $2.34M in Q3 2016.
503 funds tracked by Wall St. Rank held Sun Communities as of Q2 2023.

Based on Maple Capital Management's 13F filing for Q2 2023, filed 14 Jul 2023.