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Moisand Fitzgerald Tamayo’s Sun Communities SUI Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-9
Closed -$1K – 840
2022
Q3 		$1K Sell
9
-18
-67% -$2.85K ﹤0.01% 656
2022
Q2 		$4K Sell
27
-8
-23% -$1.34K ﹤0.01% 348
2022
Q1 		$6K Buy
+35
New +$6.5K ﹤0.01% 246

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Moisand Fitzgerald Tamayo's SUI Position: Q4 2022 in Review

Moisand Fitzgerald Tamayo sold out of Sun Communities (SUI) in Q4 2022, closing a stake of 9 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in SUI in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 511 funds tracked by Wall St. Rank hold SUI as of Q4 2022.

  • Moisand Fitzgerald Tamayo reported no remaining Sun Communities position as of Q4 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 9 Sun Communities shares in Q4 2022, an estimated $1K.
  • Moisand Fitzgerald Tamayo first reported a position in Sun Communities in Q1 2022 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's Sun Communities position peaked at $6K in Q1 2022.
  • 511 funds tracked by Wall St. Rank held Sun Communities as of Q4 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2022, filed 23 Jan 2023.