MOTCO’s Sun Communities SUI Stock Holding History

MOTCO’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
2024 Q1	–	Sell	-1	Closed	-$134	–	772
2023 Q4	$134	Hold	1	–	–	﹤0.01%	709
2023 Q3	$118	Hold	1	–	–	﹤0.01%	781
2023 Q2	$130	Buy	+1	New	+$134	﹤0.01%	983
2013 Q3	–	Sell	-81	Closed	-$4K	–	589
2013 Q2	$4K	Buy	+81	New	+$4.08K	﹤0.01%	569

Other funds holding SUI

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MOTCO's SUI Position: Q1 2024 in Review

MOTCO sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 1 share — an estimated $134 sold.

MOTCO first reported a position in SUI in Q2 2013 and held it in 4 quarters. The position peaked at $4K in Q2 2013. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

MOTCO reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
MOTCO sold 1 Sun Communities share in Q1 2024, an estimated $134.
MOTCO first reported a position in Sun Communities in Q2 2013 and held it in 4 quarters.
MOTCO's Sun Communities position peaked at $4K in Q2 2013.
502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on MOTCO's 13F filing for Q1 2024, filed 9 May 2024.