Pettee Investors’s Sun Communities SUI Stock Holding History

Pettee Investors’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
2023 Q4	–	Sell	-3,220	Closed	-$381K	–	124
2023 Q3	$381K	Hold	3,220	–	–	0.18%	96
2023 Q2	$420K	Hold	3,220	–	–	0.19%	94
2023 Q1	$454K	Buy	+3,220	New	+$471K	0.22%	92

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pettee Investors's SUI Position: Q4 2023 in Review

Pettee Investors sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 3,220 shares — an estimated $381K sold.

Pettee Investors first reported a position in SUI in Q1 2023 and held it in 3 quarters. The position peaked at $454K in Q1 2023. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Pettee Investors reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
Pettee Investors sold 3,220 Sun Communities shares in Q4 2023, an estimated $381K.
Pettee Investors first reported a position in Sun Communities in Q1 2023 and held it in 3 quarters.
Pettee Investors's Sun Communities position peaked at $454K in Q1 2023.
528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Pettee Investors's 13F filing for Q4 2023, filed 7 Feb 2024.