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Mount Yale Investment Advisors’s Sun Communities SUI Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-238
Closed -$30.1K – 1495
2025
Q2 		$30.1K Buy
+238
New +$29.5K ﹤0.01% 951
2024
Q1 		– Sell
-3,268
Closed -$437K – 563
2023
Q4 		$437K Sell
3,268
-1,218
-27% -$147K 0.04% 344
2023
Q3 		$531K Buy
4,486
+345
+8% +$43.8K 0.06% 296
2023
Q2 		$540K Sell
4,141
-167
-4% -$22.3K 0.06% 295
2023
Q1 		$607K Buy
4,308
+115
+3% +$16.8K 0.07% 267
2022
Q4 		$600K Sell
4,193
-371
-8% -$50.7K 0.07% 257
2022
Q3 		$618K Buy
4,564
+15
+0.3% +$2.37K 0.08% 243
2022
Q2 		$725K Sell
4,549
-135
-3% -$22.7K 0.09% 223
2022
Q1 		$821K Sell
4,684
-238
-5% -$44.2K 0.09% 227
2021
Q4 		$1.03M Sell
4,922
-9
-0.2% -$1.77K 0.11% 195
2021
Q3 		$913K Sell
4,931
-63
-1% -$12.2K 0.11% 207
2021
Q2 		$856K Sell
4,994
-84
-2% -$13.9K 0.1% 205
2021
Q1 		$762K Buy
5,078
+1,300
+34% +$192K 0.1% 215
2020
Q4 		$574K Sell
3,778
-528
-12% -$76.4K 0.08% 235
2020
Q3 		$606K Buy
4,306
+21
+0.5% +$3.01K 0.09% 220
2020
Q2 		$581K Buy
4,285
+799
+23% +$106K 0.1% 208
2020
Q1 		$435K Buy
3,486
+334
+11% +$50.4K 0.1% 197
2019
Q4 		$511K Sell
3,152
-19
-0.6% -$2.96K 0.09% 195
2019
Q3 		$490K Buy
+3,171
New +$448K 0.09% 193

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Mount Yale Investment Advisors's SUI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Sun Communities (SUI) in Q3 2025, closing a stake of 238 shares — an estimated $30.1K sold.

Mount Yale Investment Advisors first reported a position in SUI in Q3 2019 and held it in 19 quarters. The position peaked at $1.03M in Q4 2021. 506 funds tracked by Wall St. Rank hold SUI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Sun Communities position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 238 Sun Communities shares in Q3 2025, an estimated $30.1K.
  • Mount Yale Investment Advisors first reported a position in Sun Communities in Q3 2019 and held it in 19 quarters.
  • Mount Yale Investment Advisors's Sun Communities position peaked at $1.03M in Q4 2021.
  • 506 funds tracked by Wall St. Rank held Sun Communities as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.