OneDigital Investment Advisors’s Sun Communities SUI Stock Holding History

OneDigital Investment Advisors’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 Q4	–	Sell	-1,598	Closed	-$206K	–	1588
2025 Q3	$206K	Sell	1,598 -37	-2%	-$4.68K	﹤0.01%	1407
2025 Q2	$207K	Buy	1,635 +13	+0.8%	+$1.61K	﹤0.01%	1373
2025 Q1	$209K	Sell	1,622 -23	-1%	-$2.94K	﹤0.01%	1309
2024 Q4	$202K	Sell	1,645 -329	-17%	-$42.1K	﹤0.01%	1333
2024 Q3	$267K	Buy	1,974 +5	+0.3%	+$657	﹤0.01%	1225
2024 Q2	$237K	Buy	+1,969	New	+$234K	﹤0.01%	1213

Other funds holding SUI

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return