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Personal CFO Solutions’s Sun Communities SUI Stock Holding History

Personal CFO Solutions’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
2022
Q3 		– Sell
-1,334
Closed -$213K – 462
2022
Q2 		$213K Buy
1,334
+5
+0.4% +$839 0.05% 375
2022
Q1 		$233K Buy
1,329
+120
+10% +$22.3K 0.05% 403
2021
Q4 		$254K Buy
+1,209
New +$238K 0.05% 376

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Personal CFO Solutions's SUI Position: Q3 2022 in Review

Personal CFO Solutions sold out of Sun Communities (SUI) in Q3 2022, closing a stake of 1,334 shares — an estimated $213K sold.

Personal CFO Solutions first reported a position in SUI in Q4 2021 and held it in 3 quarters. The position peaked at $254K in Q4 2021. 509 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

  • Personal CFO Solutions reported no remaining Sun Communities position as of Q3 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 1,334 Sun Communities shares in Q3 2022, an estimated $213K.
  • Personal CFO Solutions first reported a position in Sun Communities in Q4 2021 and held it in 3 quarters.
  • Personal CFO Solutions's Sun Communities position peaked at $254K in Q4 2021.
  • 509 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.