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MGO One Seven’s Sun Communities SUI Stock Holding History

MGO One Seven’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
Q1 		– Sell
-2,649
Closed -$354K – 969
2023
Q4 		$354K Sell
2,649
-215
-8% -$25.9K 0.02% 654
2023
Q3 		$339K Sell
2,864
-155
-5% -$19.7K 0.03% 571
2023
Q2 		$394K Sell
3,019
-220
-7% -$29.4K 0.04% 496
2023
Q1 		$456K Buy
3,239
+157
+5% +$22.9K 0.03% 511
2022
Q4 		$441K Sell
3,082
-369
-11% -$50.4K 0.04% 435
2022
Q3 		$467K Sell
3,451
-199
-5% -$31.5K 0.02% 404
2022
Q2 		$582K Sell
3,650
-142
-4% -$23.8K 0.08% 289
2022
Q1 		$665K Buy
3,792
+667
+21% +$124K 0.07% 303
2021
Q4 		$656K Buy
3,125
+122
+4% +$24K 0.07% 305
2021
Q3 		$589K Sell
3,003
-137
-4% -$26.4K 0.07% 299
2021
Q2 		$538K Sell
3,140
-26
-0.8% -$4.31K 0.08% 314
2021
Q1 		$475K Buy
3,166
+8
+0.3% +$1.18K 0.08% 310
2020
Q4 		$480K Sell
3,158
-134
-4% -$19.4K 0.1% 268
2020
Q3 		$463K Sell
3,292
-160
-5% -$22.9K 0.11% 252
2020
Q2 		$468K Sell
3,452
-165
-5% -$21.9K 0.12% 232
2020
Q1 		$451K Sell
3,617
-306
-8% -$46.2K 0.15% 193
2019
Q4 		$588K Sell
3,923
-82
-2% -$12.8K 0.15% 188
2019
Q3 		$595K Buy
+4,005
New +$566K 0.17% 162
2019
Q1 		– Sell
-145
Closed -$14K – 1494
2018
Q4 		$14K Buy
+145
New +$14.8K 0.01% 1040
2018
Q1 		$13K Hold
145
– – 0.01% 1022
2017
Q4 		$13K Buy
+145
New +$13.3K 0.01% 1005

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

MGO One Seven's SUI Position: Q1 2024 in Review

MGO One Seven sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 2,649 shares — an estimated $354K sold.

MGO One Seven first reported a position in SUI in Q4 2017 and held it in 21 quarters. The position peaked at $665K in Q1 2022. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

  • MGO One Seven reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
  • MGO One Seven sold 2,649 Sun Communities shares in Q1 2024, an estimated $354K.
  • MGO One Seven first reported a position in Sun Communities in Q4 2017 and held it in 21 quarters.
  • MGO One Seven's Sun Communities position peaked at $665K in Q1 2022.
  • 502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on MGO One Seven's 13F filing for Q1 2024, filed 14 May 2024.