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MBB Public Markets’s Sun Communities SUI Stock Holding History

MBB Public Markets’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
-9,000
Closed -$1.08M – 684
2024
Q2 		$1.08M Buy
+9,000
New +$1.07M 0.02% 500
2022
Q1 		– Sell
-1,106
Closed -$232K – 405
2021
Q4 		$232K Buy
+1,106
New +$218K ﹤0.01% 432

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MBB Public Markets's SUI Position: Q3 2024 in Review

MBB Public Markets sold out of Sun Communities (SUI) in Q3 2024, closing a stake of 9,000 shares — an estimated $1.08M sold.

MBB Public Markets first reported a position in SUI in Q4 2021 and held it in 2 quarters. The position peaked at $1.08M in Q2 2024. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

  • MBB Public Markets reported no remaining Sun Communities position as of Q3 2024 after selling out during the quarter.
  • MBB Public Markets sold 9,000 Sun Communities shares in Q3 2024, an estimated $1.08M.
  • MBB Public Markets first reported a position in Sun Communities in Q4 2021 and held it in 2 quarters.
  • MBB Public Markets's Sun Communities position peaked at $1.08M in Q2 2024.
  • 516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on MBB Public Markets's 13F filing for Q3 2024, filed 14 Nov 2024.