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Milestone Investment Advisors’s Sun Communities SUI Stock Holding History

Milestone Investment 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
Q4 		– Sell
-17
Closed -$2.01K – 401
2023
Q3 		$2.01K Buy
+17
New +$2.16K ﹤0.01% 374
2023
Q2 		– Sell
-17
Closed -$2.4K – 397
2023
Q1 		$2.4K Buy
+17
New +$2.48K ﹤0.01% 365

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Milestone Investment Advisors's SUI Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 17 shares — an estimated $2.01K sold.

Milestone Investment Advisors first reported a position in SUI in Q1 2023 and held it in 2 quarters. The position peaked at $2.4K in Q1 2023. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 17 Sun Communities shares in Q4 2023, an estimated $2.01K.
  • Milestone Investment Advisors first reported a position in Sun Communities in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Sun Communities position peaked at $2.4K in Q1 2023.
  • 528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.