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Moody Aldrich Partners’s Sun Communities SUI Stock Holding History

Moody Aldrich Partners’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
-2,156
Closed -$281K – 211
2023
Q2 		$281K Sell
2,156
-109
-5% -$14.6K 0.05% 139
2023
Q1 		$319K Sell
2,265
-2
-0.1% -$292 0.06% 136
2022
Q4 		$324K Sell
2,267
-28
-1% -$3.82K 0.07% 138
2022
Q3 		$311K Sell
2,295
-3
-0.1% -$474 0.06% 135
2022
Q2 		$366K Buy
2,298
+785
+52% +$132K 0.07% 122
2022
Q1 		$265K Buy
1,513
+370
+32% +$68.8K 0.04% 141
2021
Q4 		$240K Sell
1,143
-17
-1% -$3.35K 0.03% 147
2021
Q3 		$215K Buy
+1,160
New +$224K 0.03% 164
2020
Q1 		– Sell
-1,344
Closed -$202K – 160
2019
Q4 		$202K Sell
1,344
-1,469
-52% -$229K 0.04% 150
2019
Q3 		$418K Sell
2,813
-37
-1% -$5.22K 0.11% 105
2019
Q2 		$365K Buy
2,850
+711
+33% +$88.3K 0.09% 106
2019
Q1 		$254K Sell
2,139
-6
-0.3% -$667 0.07% 95
2018
Q4 		$218K Sell
2,145
-11
-0.5% -$1.12K 0.07% 88
2018
Q3 		$219K Sell
2,156
-125
-5% -$12.5K 0.06% 101
2018
Q2 		$223K Sell
2,281
-5
-0.2% -$470 0.08% 93
2018
Q1 		$209K Hold
2,286
– – 0.13% 86
2017
Q4 		$212K Buy
+2,286
New +$210K 0.17% 87
2017
Q3 		– Sell
-2,290
Closed -$201K – 101
2017
Q2 		$201K Buy
+2,290
New +$196K 0.25% 95
2016
Q4 		– Sell
-19,255
Closed -$1.51M – 103
2016
Q3 		$1.51M Buy
19,255
+2,250
+13% +$174K 1.05% 38
2016
Q2 		$1.3M Buy
17,005
+11,415
+204% +$805K 1.08% 41
2016
Q1 		$400K Buy
+5,590
New +$377K 0.84% 62

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moody Aldrich Partners's SUI Position: Q3 2023 in Review

Moody Aldrich Partners sold out of Sun Communities (SUI) in Q3 2023, closing a stake of 2,156 shares — an estimated $281K sold.

Moody Aldrich Partners first reported a position in SUI in Q1 2016 and held it in 21 quarters. The position peaked at $1.51M in Q3 2016. 499 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

  • Moody Aldrich Partners reported no remaining Sun Communities position as of Q3 2023 after selling out during the quarter.
  • Moody Aldrich Partners sold 2,156 Sun Communities shares in Q3 2023, an estimated $281K.
  • Moody Aldrich Partners first reported a position in Sun Communities in Q1 2016 and held it in 21 quarters.
  • Moody Aldrich Partners's Sun Communities position peaked at $1.51M in Q3 2016.
  • 499 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on Moody Aldrich Partners's 13F filing for Q3 2023, filed 8 Nov 2023.