Menard Financial Group’s Sun Communities SUI Stock Holding History

Menard Financial Group’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
2025 Q1	–	Sell	-15	Closed	-$1.84K	–	276
2024 Q4	$1.84K	Buy	+15	New	+$1.92K	﹤0.01%	286
2023 Q1	–	Sell	-1,608	Closed	-$230K	–	72
2022 Q4	$230K	Buy	+1,608	New	+$220K	0.55%	59

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Menard Financial Group's SUI Position: Q1 2025 in Review

Menard Financial Group sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 15 shares — an estimated $1.84K sold.

Menard Financial Group first reported a position in SUI in Q4 2022 and held it in 2 quarters. The position peaked at $230K in Q4 2022. 496 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

Menard Financial Group reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 15 Sun Communities shares in Q1 2025, an estimated $1.84K.
Menard Financial Group first reported a position in Sun Communities in Q4 2022 and held it in 2 quarters.
Menard Financial Group's Sun Communities position peaked at $230K in Q4 2022.
496 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.