McClarren Financial Advisors’s Sun Communities SUI Stock Holding History

McClarren Financial Advisors’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	Closed	–	–	458
2023 Q1	$0	Hold	1	–	–	﹤0.01%	453
2022 Q4	$0	Buy	+1	New	+$137	﹤0.01%	463

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Norges Bank Oslo, Norway $1T AUM

McClarren Financial Advisors's SUI Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Sun Communities (SUI) in Q2 2023, closing a stake of 1 share.

McClarren Financial Advisors first reported a position in SUI in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 504 funds tracked by Wall St. Rank hold SUI as of Q2 2023.

McClarren Financial Advisors reported no remaining Sun Communities position as of Q2 2023 after selling out during the quarter.
McClarren Financial Advisors sold 1 Sun Communities share in Q2 2023.
McClarren Financial Advisors first reported a position in Sun Communities in Q4 2022 and held it in 2 quarters.
McClarren Financial Advisors's Sun Communities position peaked at $0 in Q1 2023.
504 funds tracked by Wall St. Rank held Sun Communities as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.