Quantamental Technologies’s Sun Communities SUI Stock Holding History

Quantamental Technologies’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	-4,769	Closed	-$622K	–	559
2023 Q2	$622K	Buy	+4,769	New	+$638K	0.26%	118
2022 Q2	–	Sell	-1,789	Closed	-$314K	–	552
2022 Q1	$314K	Sell	1,789 -4,008	-69%	-$745K	0.18%	226
2021 Q4	$1.22M	Buy	+5,797	New	+$1.14M	0.62%	28
2020 Q1	–	Sell	-7,253	Closed	-$1.09M	–	368
2019 Q4	$1.09M	Buy	+7,253	New	+$1.13M	0.56%	30

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

Quantamental Technologies's SUI Position: Q3 2023 in Review

Quantamental Technologies sold out of Sun Communities (SUI) in Q3 2023, closing a stake of 4,769 shares — an estimated $622K sold.

Quantamental Technologies first reported a position in SUI in Q4 2019 and held it in 4 quarters. The position peaked at $1.22M in Q4 2021. 499 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

Quantamental Technologies reported no remaining Sun Communities position as of Q3 2023 after selling out during the quarter.
Quantamental Technologies sold 4,769 Sun Communities shares in Q3 2023, an estimated $622K.
Quantamental Technologies first reported a position in Sun Communities in Q4 2019 and held it in 4 quarters.
Quantamental Technologies's Sun Communities position peaked at $1.22M in Q4 2021.
499 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.