Mercer Global Advisors’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
11,023
+1,215
| +12% | +$154K | ﹤0.01% | 1017 |
|
|
2025
Q1 | $1.26M | Buy |
9,808
+1,612
| +20% | +$207K | ﹤0.01% | 1017 |
|
|
2024
Q4 | $1.01M | Buy |
8,196
+4,342
| +113% | +$534K | ﹤0.01% | 1116 |
|
|
2024
Q3 | $515K | Buy |
3,854
+208
| +6% | +$27.8K | ﹤0.01% | 1324 |
|
|
2024
Q2 | $439K | Buy |
3,646
+279
| +8% | +$33.6K | ﹤0.01% | 1372 |
|
|
2024
Q1 | $433K | Sell |
3,367
-651
| -16% | -$83.7K | ﹤0.01% | 1357 |
|
|
2023
Q4 | $537K | Sell |
4,018
-208
| -5% | -$27.8K | ﹤0.01% | 1280 |
|
|
2023
Q3 | $500K | Buy |
4,226
+729
| +21% | +$86.3K | ﹤0.01% | 1252 |
|
|
2023
Q2 | $456K | Sell |
3,497
-599
| -15% | -$78.1K | ﹤0.01% | 1270 |
|
|
2023
Q1 | $577K | Buy |
4,096
+670
| +20% | +$94.4K | ﹤0.01% | 1131 |
|
|
2022
Q4 | $490K | Buy |
3,426
+266
| +8% | +$38K | ﹤0.01% | 1214 |
|
|
2022
Q3 | $428K | Sell |
3,160
-964
| -23% | -$131K | ﹤0.01% | 1206 |
|
|
2022
Q2 | $657K | Buy |
4,124
+9
| +0.2% | +$1.43K | ﹤0.01% | 1022 |
|
|
2022
Q1 | $721K | Sell |
4,115
-1,346
| -25% | -$236K | ﹤0.01% | 1045 |
|
|
2021
Q4 | $1.15M | Buy |
5,461
+8
| +0.1% | +$1.68K | 0.01% | 823 |
|
|
2021
Q3 | $1.01M | Sell |
5,453
-891
| -14% | -$165K | 0.01% | 859 |
|
|
2021
Q2 | $1.09M | Sell |
6,344
-667
| -10% | -$114K | 0.01% | 795 |
|
|
2021
Q1 | $1.05M | Buy |
7,011
+1,880
| +37% | +$282K | 0.01% | 765 |
|
|
2020
Q4 | $780K | Buy |
5,131
+648
| +14% | +$98.5K | 0.01% | 698 |
|
|
2020
Q3 | $630K | Sell |
4,483
-186
| -4% | -$26.1K | 0.01% | 699 |
|
|
2020
Q2 | $633K | Sell |
4,669
-1,232
| -21% | -$167K | 0.01% | 603 |
|
|
2020
Q1 | $737K | Buy |
+5,901
| New | +$737K | 0.02% | 560 |
|