Pin Oak Investment Advisors’s Sun Communities SUI Stock Holding History

Pin Oak Investment Advisors’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	-12	Closed	-$1K	–	476
2023 Q3	$1K	Hold	12	–	–	﹤0.01%	455
2023 Q2	$2K	Hold	12	–	–	﹤0.01%	431
2023 Q1	$2K	Hold	12	–	–	﹤0.01%	404
2022 Q4	$2K	Hold	12	–	–	﹤0.01%	396
2022 Q3	$2K	Sell	12 -63	-84%	-$9.96K	﹤0.01%	364
2022 Q2	$12K	Hold	75	–	–	0.01%	288
2022 Q1	$13K	Hold	75	–	–	0.01%	304
2021 Q4	$16K	Hold	75	–	–	0.02%	283
2021 Q3	$14K	Hold	75	–	–	0.02%	284
2021 Q2	$13K	Hold	75	–	–	0.01%	293
2021 Q1	$11K	Hold	75	–	–	0.01%	309
2020 Q4	$11K	Hold	75	–	–	0.01%	329
2020 Q3	$11K	Hold	75	–	–	0.01%	297
2020 Q2	$10K	Sell	75 -15	-17%	-$1.99K	0.01%	298
2020 Q1	$11K	Hold	90	–	–	0.01%	286
2019 Q4	$14K	Hold	90	–	–	0.01%	296
2019 Q3	$13K	Hold	90	–	–	0.01%	303
2019 Q2	$12K	Hold	90	–	–	0.01%	337
2019 Q1	$11K	Hold	90	–	–	0.01%	325
2018 Q4	$9K	Buy	+90	New	+$9.17K	0.01%	332

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Pin Oak Investment Advisors's SUI Position: Q4 2023 in Review

Pin Oak Investment Advisors sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 12 shares — an estimated $1K sold.

Pin Oak Investment Advisors first reported a position in SUI in Q4 2018 and held it in 20 quarters. The position peaked at $16K in Q4 2021. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Pin Oak Investment Advisors reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
Pin Oak Investment Advisors sold 12 Sun Communities shares in Q4 2023, an estimated $1K.
Pin Oak Investment Advisors first reported a position in Sun Communities in Q4 2018 and held it in 20 quarters.
Pin Oak Investment Advisors's Sun Communities position peaked at $16K in Q4 2021.
528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.