Private Wealth Management Group’s Sun Communities SUI Stock Holding History

Private Wealth Management Group’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	-14	Closed	-$1.89K	–	1568
2024 Q3	$1.89K	Hold	14	–	–	﹤0.01%	1086
2024 Q2	$1.69K	Buy	+14	New	+$1.66K	﹤0.01%	1113

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 $3.38T AUM 44.17% 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

Private Wealth Management Group's SUI Position: Q4 2024 in Review

Private Wealth Management Group sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 14 shares — an estimated $1.89K sold.

Private Wealth Management Group first reported a position in SUI in Q2 2024 and held it in 2 quarters. The position peaked at $1.89K in Q3 2024. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Private Wealth Management Group reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Private Wealth Management Group sold 14 Sun Communities shares in Q4 2024, an estimated $1.89K.
Private Wealth Management Group first reported a position in Sun Communities in Q2 2024 and held it in 2 quarters.
Private Wealth Management Group's Sun Communities position peaked at $1.89K in Q3 2024.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.