Moran Wealth Management’s Sun Communities SUI Stock Holding History

Moran Wealth Management’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	-7,606	Closed	-$992K	–	423
2023 Q2	$992K	Sell	7,606 -2,213	-23%	-$296K	0.04%	251
2023 Q1	$1.38M	Buy	9,819 +1,629	+20%	+$238K	0.05%	244
2022 Q4	$1.17M	Buy	+8,190	New	+$1.12M	0.04%	246

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

Moran Wealth Management's SUI Position: Q3 2023 in Review

Moran Wealth Management sold out of Sun Communities (SUI) in Q3 2023, closing a stake of 7,606 shares — an estimated $992K sold.

Moran Wealth Management first reported a position in SUI in Q4 2022 and held it in 3 quarters. The position peaked at $1.38M in Q1 2023. 499 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

Moran Wealth Management reported no remaining Sun Communities position as of Q3 2023 after selling out during the quarter.
Moran Wealth Management sold 7,606 Sun Communities shares in Q3 2023, an estimated $992K.
Moran Wealth Management first reported a position in Sun Communities in Q4 2022 and held it in 3 quarters.
Moran Wealth Management's Sun Communities position peaked at $1.38M in Q1 2023.
499 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.