Principal Street Partners’s Sun Communities SUI Stock Holding History

Principal Street Partners’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 Q3	–	Sell	-2,113	Closed	-$276K	–	231
2023 Q2	$276K	Hold	2,113	–	–	0.07%	185
2023 Q1	$298K	Hold	2,113	–	–	0.08%	174
2022 Q4	$302K	Hold	2,113	–	–	0.08%	172
2022 Q3	$286K	Sell	2,113 -6	-0.3%	-$949	0.08%	162
2022 Q2	$338K	Sell	2,119 -124	-6%	-$20.8K	0.09%	150
2022 Q1	$393K	Buy	2,243 +79	+4%	+$14.7K	0.09%	158
2021 Q4	$455K	Sell	2,164 -79	-4%	-$15.6K	0.11%	145
2021 Q3	$415K	Hold	2,243	–	–	0.11%	131
2021 Q2	$384K	Sell	2,243 -1,983	-47%	-$329K	0.1%	146
2021 Q1	$634K	Buy	4,226 +1,694	+67%	+$250K	0.08%	152
2020 Q4	$385K	Sell	2,532 -96	-4%	-$13.9K	0.12%	125
2020 Q3	$370K	Sell	2,628 -57	-2%	-$8.18K	0.13%	110
2020 Q2	$364K	Sell	2,685 -400	-13%	-$53.1K	0.14%	96
2020 Q1	$385K	Buy	+3,085	New	+$466K	0.16%	96

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Principal Street Partners's SUI Position: Q3 2023 in Review

Principal Street Partners sold out of Sun Communities (SUI) in Q3 2023, closing a stake of 2,113 shares — an estimated $276K sold.

Principal Street Partners first reported a position in SUI in Q1 2020 and held it in 14 quarters. The position peaked at $634K in Q1 2021. 499 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

Principal Street Partners reported no remaining Sun Communities position as of Q3 2023 after selling out during the quarter.
Principal Street Partners sold 2,113 Sun Communities shares in Q3 2023, an estimated $276K.
Principal Street Partners first reported a position in Sun Communities in Q1 2020 and held it in 14 quarters.
Principal Street Partners's Sun Communities position peaked at $634K in Q1 2021.
499 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on Principal Street Partners's 13F filing for Q3 2023, filed 1 Nov 2023.