Napa Wealth Management’s Sun Communities SUI Stock Holding History

Napa 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
2024 Q4	–	Sell	-1,886	Closed	-$255K	–	211
2024 Q3	$255K	Buy	+1,886	New	+$248K	0.12%	145
2024 Q1	–	Sell	-2,373	Closed	-$317K	–	108
2023 Q4	$317K	Buy	+2,373	New	+$286K	0.17%	85

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Napa Wealth Management's SUI Position: Q4 2024 in Review

Napa Wealth Management sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 1,886 shares — an estimated $255K sold.

Napa Wealth Management first reported a position in SUI in Q4 2023 and held it in 2 quarters. The position peaked at $317K in Q4 2023. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Napa Wealth Management reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Napa Wealth Management sold 1,886 Sun Communities shares in Q4 2024, an estimated $255K.
Napa Wealth Management first reported a position in Sun Communities in Q4 2023 and held it in 2 quarters.
Napa Wealth Management's Sun Communities position peaked at $317K in Q4 2023.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.