Mitchell McLeod Pugh & Williams’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $307K | Hold |
2,438
| – | – | 0.05% | 242 |
|
|
2025
Q4 | $306K | Hold |
2,438
| – | – | 0.04% | 247 |
|
|
2025
Q3 | $298K | Hold |
2,438
| – | – | 0.05% | 228 |
|
|
2025
Q2 | $308K | Sell |
2,438
-11
| -0.4% | -$1.36K | 0.06% | 222 |
|
|
2025
Q1 | $315K | Hold |
2,449
| – | – | 0.07% | 214 |
|
|
2024
Q4 | $301K | Hold |
2,449
| – | – | 0.06% | 212 |
|
|
2024
Q3 | $331K | Buy |
2,449
+11
| +0.5% | +$1.45K | 0.07% | 208 |
|
|
2024
Q2 | $293K | Hold |
2,438
| – | – | 0.07% | 212 |
|
|
2024
Q1 | $313K | Sell |
2,438
-29
| -1% | -$3.77K | 0.08% | 207 |
|
|
2023
Q4 | $330K | Hold |
2,467
| – | – | 0.09% | 196 |
|
|
2023
Q3 | $292K | Hold |
2,467
| – | – | 0.09% | 194 |
|
|
2023
Q2 | $322K | Sell |
2,467
-32
| -1% | -$4.28K | 0.09% | 194 |
|
|
2023
Q1 | $352K | Sell |
2,499
-72
| -3% | -$10.5K | 0.11% | 183 |
|
|
2022
Q4 | $368K | Sell |
2,571
-13
| -0.5% | -$1.77K | 0.12% | 177 |
|
|
2022
Q3 | $350K | Buy |
2,584
+584
| +29% | +$92.4K | 0.13% | 162 |
|
|
2022
Q2 | $319K | Hold |
2,000
| – | – | 0.12% | 165 |
|
|
2022
Q1 | $351K | Hold |
2,000
| – | – | 0.12% | 173 |
|
|
2021
Q4 | $420K | Hold |
2,000
| – | – | 0.14% | 164 |
|
|
2021
Q3 | $370K | Hold |
2,000
| – | – | 0.14% | 162 |
|
|
2021
Q2 | $343K | Hold |
2,000
| – | – | 0.13% | 167 |
|
|
2021
Q1 | $300K | Hold |
2,000
| – | – | 0.13% | 177 |
|
|
2020
Q4 | $304K | Hold |
2,000
| – | – | 0.14% | 165 |
|
|
2020
Q3 | $281K | Hold |
2,000
| – | – | 0.14% | 160 |
|
|
2020
Q2 | $271K | Buy |
+2,000
| New | +$265K | 0.15% | 151 |
|
Other funds holding SUI
VPM
VCM
