Principal Financial Group’s Sun Communities SUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Sell |
138,115
-1,494
| -1% | -$189K | 0.01% | 911 |
|
|
2025
Q1 | $18M | Sell |
139,609
-11,625
| -8% | -$1.5M | 0.01% | 900 |
|
|
2024
Q4 | $18.6M | Sell |
151,234
-2,337,969
| -94% | -$288M | 0.01% | 899 |
|
|
2024
Q3 | $336M | Sell |
2,489,203
-1,003,445
| -29% | -$136M | 0.18% | 118 |
|
|
2024
Q2 | $420M | Sell |
3,492,648
-173,023
| -5% | -$20.8M | 0.25% | 86 |
|
|
2024
Q1 | $471M | Sell |
3,665,671
-903,730
| -20% | -$116M | 0.28% | 79 |
|
|
2023
Q4 | $611M | Buy |
4,569,401
+45,700
| +1% | +$6.11M | 0.39% | 59 |
|
|
2023
Q3 | $535M | Buy |
4,523,701
+84,767
| +2% | +$10M | 0.38% | 61 |
|
|
2023
Q2 | $579M | Sell |
4,438,934
-53,352
| -1% | -$6.96M | 0.4% | 55 |
|
|
2023
Q1 | $633M | Sell |
4,492,286
-31,875
| -0.7% | -$4.49M | 0.45% | 49 |
|
|
2022
Q4 | $647M | Sell |
4,524,161
-149,866
| -3% | -$21.4M | 0.49% | 41 |
|
|
2022
Q3 | $633M | Sell |
4,674,027
-39,289
| -0.8% | -$5.32M | 0.5% | 41 |
|
|
2022
Q2 | $751M | Buy |
4,713,316
+137,594
| +3% | +$21.9M | 0.56% | 36 |
|
|
2022
Q1 | $802M | Buy |
4,575,722
+311,874
| +7% | +$54.7M | 0.51% | 41 |
|
|
2021
Q4 | $894M | Buy |
4,263,848
+43,611
| +1% | +$9.14M | 0.53% | 38 |
|
|
2021
Q3 | $781M | Sell |
4,220,237
-23,662
| -0.6% | -$4.38M | 0.51% | 38 |
|
|
2021
Q2 | $727M | Buy |
4,243,899
+84,176
| +2% | +$14.4M | 0.47% | 42 |
|
|
2021
Q1 | $624M | Buy |
4,159,723
+577,303
| +16% | +$86.6M | 0.44% | 45 |
|
|
2020
Q4 | $544M | Buy |
3,582,420
+364,666
| +11% | +$55.4M | 0.4% | 56 |
|
|
2020
Q3 | $452M | Buy |
3,217,754
+59,632
| +2% | +$8.38M | 0.38% | 62 |
|
|
2020
Q2 | $428M | Buy |
3,158,122
+32,688
| +1% | +$4.44M | 0.38% | 62 |
|
|
2020
Q1 | $390M | Buy |
3,125,434
+247,287
| +9% | +$30.9M | 0.43% | 53 |
|
|
2019
Q4 | $432M | Buy |
2,878,147
+32,927
| +1% | +$4.94M | 0.36% | 60 |
|
|
2019
Q3 | $422M | Sell |
2,845,220
-163,259
| -5% | -$24.2M | 0.37% | 60 |
|
|
2019
Q2 | $386M | Buy |
3,008,479
+26,553
| +0.9% | +$3.4M | 0.35% | 68 |
|
|
2019
Q1 | $353M | Buy |
2,981,926
+246,452
| +9% | +$29.2M | 0.33% | 72 |
|
|
2018
Q4 | $278M | Sell |
2,735,474
-108,002
| -4% | -$11M | 0.3% | 78 |
|
|
2018
Q3 | $289M | Sell |
2,843,476
-24
| -0% | -$2.44K | 0.25% | 93 |
|
|
2018
Q2 | $278M | Sell |
2,843,500
-121,775
| -4% | -$11.9M | 0.26% | 88 |
|
|
2018
Q1 | $271M | Buy |
2,965,275
+98,004
| +3% | +$8.95M | 0.26% | 92 |
|
|
2017
Q4 | $266M | Sell |
2,867,271
-24,584
| -0.9% | -$2.28M | 0.24% | 102 |
|
|
2017
Q3 | $248M | Buy |
2,891,855
+215,897
| +8% | +$18.5M | 0.24% | 98 |
|
|
2017
Q2 | $235M | Sell |
2,675,958
-260,566
| -9% | -$22.8M | 0.24% | 106 |
|
|
2017
Q1 | $236M | Buy |
2,936,524
+104,001
| +4% | +$8.35M | 0.28% | 89 |
|
|
2016
Q4 | $217M | Buy |
2,832,523
+343,114
| +14% | +$26.3M | 0.28% | 87 |
|
|
2016
Q3 | $195M | Buy |
2,489,409
+190,995
| +8% | +$15M | 0.26% | 100 |
|
|
2016
Q2 | $176M | Buy |
2,298,414
+124,039
| +6% | +$9.51M | 0.25% | 103 |
|
|
2016
Q1 | $156M | Buy |
2,174,375
+192,533
| +10% | +$13.8M | 0.23% | 114 |
|
|
2015
Q4 | $136M | Buy |
1,981,842
+221,370
| +13% | +$15.2M | 0.2% | 134 |
|
|
2015
Q3 | $119M | Buy |
1,760,472
+51,844
| +3% | +$3.51M | 0.19% | 147 |
|
|
2015
Q2 | $106M | Buy |
1,708,628
+23,584
| +1% | +$1.46M | 0.16% | 175 |
|
|
2015
Q1 | $112M | Buy |
1,685,044
+118,472
| +8% | +$7.9M | 0.17% | 174 |
|
|
2014
Q4 | $94.7M | Buy |
1,566,572
+309,885
| +25% | +$18.7M | 0.15% | 184 |
|
|
2014
Q3 | $63.5M | Buy |
1,256,687
+806,986
| +179% | +$40.8M | 0.11% | 231 |
|
|
2014
Q2 | $22.4M | Buy |
449,701
+347,591
| +340% | +$17.3M | 0.04% | 464 |
|
|
2014
Q1 | $4.6M | Buy |
102,110
+35,705
| +54% | +$1.61M | 0.01% | 1410 |
|
|
2013
Q4 | $2.83M | Buy |
66,405
+56,469
| +568% | +$2.41M | 0.01% | 1601 |
|
|
2013
Q3 | $423K | Sell |
9,936
-1,134
| -10% | -$48.3K | ﹤0.01% | 1875 |
|
|
2013
Q2 | $551K | Buy |
+11,070
| New | +$551K | ﹤0.01% | 1814 |
|