Matthew Hamilton Rosenberg’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.8K | Sell |
213
-78
| -27% | -$10.1K | 0.01% | 507 |
|
|
2025
Q4 | $36.1K | Sell |
291
-42
| -13% | -$5.26K | 0.01% | 464 |
|
|
2025
Q3 | $43K | Hold |
333
| – | – | 0.01% | 443 |
|
|
2025
Q2 | $42.1K | Hold |
333
| – | – | 0.01% | 463 |
|
|
2025
Q1 | $42.8K | Buy |
333
+1
| +0.3% | +$128 | 0.01% | 447 |
|
|
2024
Q4 | $40.8K | Hold |
332
| – | – | 0.01% | 447 |
|
|
2024
Q3 | $44.9K | Buy |
332
+34
| +11% | +$4.47K | 0.01% | 444 |
|
|
2024
Q2 | $35.4K | Sell |
298
-34
| -10% | -$4.04K | 0.01% | 468 |
|
|
2024
Q1 | $41.6K | Sell |
332
-206
| -38% | -$26.7K | 0.01% | 451 |
|
|
2023
Q4 | $71.9K | Hold |
538
| – | – | 0.02% | 369 |
|
|
2023
Q3 | $63.7K | Sell |
538
-5
| -0.9% | -$635 | 0.02% | 380 |
|
|
2023
Q2 | $70.8K | Hold |
543
| – | – | 0.02% | 370 |
|
|
2023
Q1 | $76.5K | Sell |
543
-398
| -42% | -$58.2K | 0.02% | 363 |
|
|
2022
Q4 | $135K | Hold |
941
| – | – | 0.05% | 254 |
|
|
2022
Q3 | $127K | Buy |
941
+5
| +0.5% | +$791 | 0.05% | 241 |
|
|
2022
Q2 | $151K | Hold |
936
| – | – | 0.06% | 211 |
|
|
2022
Q1 | $164K | Hold |
936
| – | – | 0.06% | 224 |
|
|
2021
Q4 | $197K | Sell |
936
-579
| -38% | -$114K | 0.07% | 186 |
|
|
2021
Q3 | $280K | Hold |
1,515
| – | – | 0.11% | 113 |
|
|
2021
Q2 | $260K | Hold |
1,515
| – | – | 0.14% | 98 |
|
|
2021
Q1 | $227K | Hold |
1,515
| – | – | 0.13% | 106 |
|
|
2020
Q4 | $230K | Sell |
1,515
-67
| -4% | -$9.7K | 0.14% | 93 |
|
|
2020
Q3 | $223K | Hold |
1,582
| – | – | 0.16% | 77 |
|
|
2020
Q2 | $215K | Buy |
1,582
+1
| +0.1% | +$133 | 0.17% | 75 |
|
|
2020
Q1 | $198K | Buy |
+1,581
| New | +$239K | 0.2% | 56 |
|
Other funds holding SUI
VPM
VCM
