MilWealth Group’s Sun Communities SUI Stock Holding History

MilWealth 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
2022 Q1	–	Sell	-15	Closed	-$3.15K	–	143
2021 Q4	$3.15K	Hold	15	–	–	﹤0.01%	108
2021 Q3	$2.78K	Buy	+15	New	+$2.9K	﹤0.01%	114

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MilWealth Group's SUI Position: Q1 2022 in Review

MilWealth Group sold out of Sun Communities (SUI) in Q1 2022, closing a stake of 15 shares — an estimated $3.15K sold.

MilWealth Group first reported a position in SUI in Q3 2021 and held it in 2 quarters. The position peaked at $3.15K in Q4 2021. 525 funds tracked by Wall St. Rank hold SUI as of Q1 2022.

MilWealth Group reported no remaining Sun Communities position as of Q1 2022 after selling out during the quarter.
MilWealth Group sold 15 Sun Communities shares in Q1 2022, an estimated $3.15K.
MilWealth Group first reported a position in Sun Communities in Q3 2021 and held it in 2 quarters.
MilWealth Group's Sun Communities position peaked at $3.15K in Q4 2021.
525 funds tracked by Wall St. Rank held Sun Communities as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.