Pictet Asset Management (Switzerland)’s Sun Communities SUI Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$8.04M	Sell	61,635 -1,477	-2%	-$198K	0.01%	666
2023 Q1	$8.89M	Sell	63,112 -16,827	-21%	-$2.46M	0.01%	642
2022 Q4	$11.4M	Sell	79,939 -953	-1%	-$130K	0.02%	562
2022 Q3	$10.9M	Buy	80,892 +959	+1%	+$152K	0.02%	560
2022 Q2	$12.7M	Buy	79,933 +3,401	+4%	+$571K	0.02%	546
2022 Q1	$13.4M	Sell	76,532 -12,908	-14%	-$2.4M	0.02%	578
2021 Q4	$18.8M	Sell	89,440 -12,295	-12%	-$2.42M	0.02%	526
2021 Q3	$18.8M	Buy	+101,735	New	+$19.6M	0.02%	530

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Norges Bank Oslo, Norway $935B AUM

Pictet Asset Management (Switzerland)'s SUI Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Sun Communities (SUI) stake by 2.3% in Q2 2023, selling an estimated $198K and leaving 61,635 shares worth $8.04M. The position accounts for 0.01% of the portfolio, ranked #666.

Pictet Asset Management (Switzerland) first reported a position in SUI in Q3 2021 and has held it in 8 quarters since. The position peaked at $18.8M in Q3 2021. 504 funds tracked by Wall St. Rank hold SUI as of Q2 2023.

Pictet Asset Management (Switzerland) held 61,635 shares of Sun Communities worth $8.04M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 1,477 Sun Communities shares in Q2 2023, an estimated $198K.
Sun Communities made up 0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #666 holding.
Pictet Asset Management (Switzerland) first reported a position in Sun Communities in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Sun Communities position peaked at $18.8M in Q3 2021.
504 funds tracked by Wall St. Rank held Sun Communities as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.