New York Life Investment Management’s Sun Communities SUI Stock Holding History

New York Life Investment 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	-15,337	Closed	-$2.07M	–	870
2024 Q3	$2.07M	Sell	15,337 -1,936	-11%	-$255K	0.02%	567
2024 Q2	$2.08M	Sell	17,273 -810	-4%	-$96.2K	0.02%	543
2024 Q1	$2.33M	Sell	18,083 -144	-0.8%	-$18.7K	0.02%	528
2023 Q4	$2.44M	Buy	18,227 +15,086	+480%	+$1.82M	0.03%	501
2023 Q3	$372K	Sell	3,141 -125	-4%	-$15.9K	﹤0.01%	958
2023 Q2	$426K	Buy	3,266 +124	+4%	+$16.6K	﹤0.01%	897
2023 Q1	$443K	Sell	3,142 -507	-14%	-$74.1K	﹤0.01%	1143
2022 Q4	$522K	Sell	3,649 -116	-3%	-$15.8K	0.01%	890
2022 Q3	$509K	Buy	+3,765	New	+$595K	0.01%	727

Other funds holding SUI

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

New York Life Investment Management's SUI Position: Q4 2024 in Review

New York Life Investment Management sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 15,337 shares — an estimated $2.07M sold.

New York Life Investment Management first reported a position in SUI in Q3 2022 and held it in 9 quarters. The position peaked at $2.44M in Q4 2023. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

New York Life Investment Management reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
New York Life Investment Management sold 15,337 Sun Communities shares in Q4 2024, an estimated $2.07M.
New York Life Investment Management first reported a position in Sun Communities in Q3 2022 and held it in 9 quarters.
New York Life Investment Management's Sun Communities position peaked at $2.44M in Q4 2023.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on New York Life Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.