Northwest Investment Counselors’s Sun Communities SUI Stock Holding History

Northwest Investment Counselors’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 Q3	$6.49K	Buy	+48	New	+$6.31K	﹤0.01%	469
2024 Q2	–	Sell	-48	Closed	-$6.17K	–	456
2024 Q1	$6.17K	Buy	+48	New	+$6.23K	﹤0.01%	418
2023 Q4	–	Sell	-48	Closed	-$5.68K	–	482
2023 Q3	$5.68K	Hold	48	–	–	﹤0.01%	426
2023 Q2	$6.26K	Hold	48	–	–	﹤0.01%	430
2023 Q1	$6.76K	Hold	48	–	–	﹤0.01%	433
2022 Q4	$6.86K	Hold	48	–	–	﹤0.01%	437
2022 Q3	$6K	Hold	48	–	–	﹤0.01%	416
2022 Q2	$8K	Hold	48	–	–	﹤0.01%	395
2022 Q1	$8K	Hold	48	–	–	﹤0.01%	422
2021 Q4	$10K	Buy	+48	New	+$9.45K	﹤0.01%	363
2021 Q2	–	Sell	-48	Closed	-$7K	–	403
2021 Q1	$7K	Buy	+48	New	+$7.09K	﹤0.01%	404
2020 Q4	–	Sell	-48	Closed	-$7K	–	395
2020 Q3	$7K	Buy	+48	New	+$6.88K	﹤0.01%	360
2019 Q4	–	Sell	-48	Closed	-$7K	–	450
2019 Q3	$7K	Buy	+48	New	+$6.78K	﹤0.01%	403

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Northwest Investment Counselors's SUI Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Sun Communities (SUI) in Q3 2024: 48 shares worth $6.49K. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in SUI as recently as Q1 2024.

Northwest Investment Counselors first reported a position in SUI in Q3 2019 and has held it in 13 quarters since. The position peaked at $10K in Q4 2021. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

Northwest Investment Counselors held 48 shares of Sun Communities worth $6.49K as of Q3 2024.
Sun Communities was a new Northwest Investment Counselors position in Q3 2024.
Sun Communities made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #469 holding.
Northwest Investment Counselors first reported a position in Sun Communities in Q3 2019 and has held it in 13 quarters since.
Northwest Investment Counselors's Sun Communities position peaked at $10K in Q4 2021.
516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.