Prospera Financial Services’s Sun Communities SUI Stock Holding History

Prospera Financial Services’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	-3,740	Closed	-$443K	–	1112
2023 Q3	$443K	Buy	+3,740	New	+$475K	0.02%	656
2022 Q3	–	Sell	-356	Closed	-$57K	–	1502
2022 Q2	$57K	Buy	356 +27	+8%	+$4.53K	﹤0.01%	1010
2022 Q1	$58K	Buy	+329	New	+$61.1K	﹤0.01%	1308
2020 Q4	–	Sell	-60	Closed	-$8K	–	1463
2020 Q3	$8K	Buy	+60	New	+$8.61K	﹤0.01%	1179

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

Prospera Financial Services's SUI Position: Q4 2023 in Review

Prospera Financial Services sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 3,740 shares — an estimated $443K sold.

Prospera Financial Services first reported a position in SUI in Q3 2020 and held it in 4 quarters. The position peaked at $443K in Q3 2023. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Prospera Financial Services reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
Prospera Financial Services sold 3,740 Sun Communities shares in Q4 2023, an estimated $443K.
Prospera Financial Services first reported a position in Sun Communities in Q3 2020 and held it in 4 quarters.
Prospera Financial Services's Sun Communities position peaked at $443K in Q3 2023.
528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.