Northwest & Ethical Investments’s Sun Communities SUI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.15M	Buy	+17,106	New	+$2.21M	0.05%	253
2022 Q4	–	Sell	-7,544	Closed	-$1.02M	–	425
2022 Q3	$1.02M	Hold	7,544	–	–	0.04%	287
2022 Q2	$1.2M	Sell	7,544 -12,867	-63%	-$2.16M	0.05%	281
2022 Q1	$3.58M	Sell	20,411 -2,965	-13%	-$551K	0.11%	204
2021 Q4	$4.91M	Buy	23,376 +9,330	+66%	+$1.84M	0.15%	167
2021 Q3	$2.6M	Sell	14,046 -1,330	-9%	-$257K	0.08%	220
2021 Q2	$2.64M	Buy	15,376 +4,820	+46%	+$799K	0.09%	214
2021 Q1	$1.58M	Buy	10,556 +3,740	+55%	+$552K	0.06%	291
2020 Q4	$1.04M	Hold	6,816	–	–	0.04%	326
2020 Q3	$958K	Hold	6,816	–	–	0.04%	314
2020 Q2	$925K	Sell	6,816 -13,800	-67%	-$1.83M	0.04%	309
2020 Q1	$2.57M	Buy	20,616 +7,230	+54%	+$1.09M	0.15%	178
2019 Q4	$2.01M	Buy	13,386 +870	+7%	+$135K	0.09%	267
2019 Q3	$1.86M	Hold	12,516	–	–	0.09%	258
2019 Q2	$1.6M	Sell	12,516 -20	-0.2%	-$2.48K	0.08%	281
2019 Q1	$1.49M	Hold	12,536	–	–	0.08%	286
2018 Q4	$1.28M	Buy	12,536 +6,176	+97%	+$629K	0.08%	289
2018 Q3	$646K	Buy	6,360 +580	+10%	+$57.9K	0.04%	313
2018 Q2	$566K	Hold	5,780	–	–	0.04%	309
2018 Q1	$528K	Sell	5,780 -640	-10%	-$56.5K	0.04%	306
2017 Q4	$596K	Buy	6,420 +20	+0.3%	+$1.83K	0.04%	304
2017 Q3	$548K	Hold	6,400	–	–	0.03%	313
2017 Q2	$561K	Sell	6,400 -670	-9%	-$57.4K	0.04%	313
2017 Q1	$568K	Buy	+7,070	New	+$563K	0.04%	320