Psagot Value Holdings’s Sun Communities SUI Stock Holding History

Psagot Value Holdings’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	-5	Closed	-$1K	–	614
2023 Q2	$1K	Buy	+5	New	+$669	﹤0.01%	524

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Psagot Value Holdings's SUI Position: Q3 2023 in Review

Psagot Value Holdings sold out of Sun Communities (SUI) in Q3 2023, closing a stake of 5 shares — an estimated $1K sold.

Psagot Value Holdings first reported a position in SUI in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 498 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

Psagot Value Holdings reported no remaining Sun Communities position as of Q3 2023 after selling out during the quarter.
Psagot Value Holdings sold 5 Sun Communities shares in Q3 2023, an estimated $1K.
Psagot Value Holdings first reported a position in Sun Communities in Q2 2023 and held it in 1 quarter.
Psagot Value Holdings's Sun Communities position peaked at $1K in Q2 2023.
498 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on Psagot Value Holdings's 13F filing for Q3 2023, filed 30 Oct 2023.