Neo Ivy Capital Management’s Sun Communities SUI Stock Holding History

Neo Ivy Capital 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
2025 Q1	–	Sell	-14,718	Closed	-$1.81M	–	415
2024 Q4	$1.81M	Buy	+14,718	New	+$1.88M	0.36%	114
2022 Q3	–	Sell	-10	Closed	-$1K	–	541
2022 Q2	$1K	Sell	10 -576	-98%	-$96.7K	﹤0.01%	376
2022 Q1	$102K	Buy	586 +21	+4%	+$3.9K	0.09%	300
2021 Q4	$119K	Buy	+565	New	+$111K	0.17%	204

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

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

BlackRock New York $6.73T AUM 46.02% 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

Neo Ivy Capital Management's SUI Position: Q1 2025 in Review

Neo Ivy Capital Management sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 14,718 shares — an estimated $1.81M sold.

Neo Ivy Capital Management first reported a position in SUI in Q4 2021 and held it in 4 quarters. The position peaked at $1.81M in Q4 2024. 497 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

Neo Ivy Capital Management reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 14,718 Sun Communities shares in Q1 2025, an estimated $1.81M.
Neo Ivy Capital Management first reported a position in Sun Communities in Q4 2021 and held it in 4 quarters.
Neo Ivy Capital Management's Sun Communities position peaked at $1.81M in Q4 2024.
497 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Neo Ivy Capital Management's 13F filing for Q1 2025, filed 6 May 2025.