O'Shaughnessy Asset Management’s Sun Communities SUI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$365K Buy
2025
Q2
$277K Buy
2025
Q1
$210K Buy
2021
Q4
Sell
2021
Q3
$57K Buy
2021
Q2
$21K Hold
2021
Q1
$18K Buy
2020
Q4
$12K Sell
2020
Q3
$11K Buy
2020
Q2
$10K Buy
2020
Q1
$0 Sell
2019
Q4
$17K Buy