Phoenix Financial’s Sun Communities SUI Stock Holding History

Phoenix Financial’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 Q4	–	Sell	-1,842	Closed	-$249K	–	399
2024 Q3	$249K	Buy	+1,842	New	+$242K	﹤0.01%	316

Other funds holding SUI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Phoenix Financial's SUI Position: Q4 2024 in Review

Phoenix Financial sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 1,842 shares — an estimated $249K sold.

Phoenix Financial first reported a position in SUI in Q3 2024 and held it in 1 quarter. The position peaked at $249K in Q3 2024. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Phoenix Financial reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Phoenix Financial sold 1,842 Sun Communities shares in Q4 2024, an estimated $249K.
Phoenix Financial first reported a position in Sun Communities in Q3 2024 and held it in 1 quarter.
Phoenix Financial's Sun Communities position peaked at $249K in Q3 2024.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Phoenix Financial's 13F filing for Q4 2024, filed 13 Feb 2025.