Mirabella Financial Services’s Sun Communities SUI Stock Holding History

Mirabella Financial Services’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 Q3	–	Sell	-3,079	Closed	-$402K	–	610
2023 Q2	$402K	Buy	+3,079	New	+$412K	0.04%	323
2021 Q4	–	Sell	-1,394	Closed	-$258K	–	589
2021 Q3	$258K	Buy	+1,394	New	+$269K	0.03%	347
2021 Q2	–	Sell	-1,913	Closed	-$287K	–	403
2021 Q1	$287K	Buy	+1,913	New	+$282K	0.09%	177

Other funds holding SUI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirabella Financial Services's SUI Position: Q3 2023 in Review

Mirabella Financial Services sold out of Sun Communities (SUI) in Q3 2023, closing a stake of 3,079 shares — an estimated $402K sold.

Mirabella Financial Services first reported a position in SUI in Q1 2021 and held it in 3 quarters. The position peaked at $402K in Q2 2023. 499 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

Mirabella Financial Services reported no remaining Sun Communities position as of Q3 2023 after selling out during the quarter.
Mirabella Financial Services sold 3,079 Sun Communities shares in Q3 2023, an estimated $402K.
Mirabella Financial Services first reported a position in Sun Communities in Q1 2021 and held it in 3 quarters.
Mirabella Financial Services's Sun Communities position peaked at $402K in Q2 2023.
499 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on Mirabella Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.