Ray Dalio’s Sun Communities SUI Stock Holding History

Ray Dalio’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 Q1	–	Sell	-5,703	Closed	-$762K	–	790
2023 Q4	$762K	Buy	+5,703	New	+$687K	﹤0.01%	668
2023 Q3	–	Sell	-24,637	Closed	-$3.21M	–	807
2023 Q2	$3.21M	Sell	24,637 -23,480	-49%	-$3.14M	0.02%	386
2023 Q1	$6.78M	Buy	48,117 +17,458	+57%	+$2.55M	0.04%	257
2022 Q4	$4.38M	Buy	30,659 +28,616	+1,401%	+$3.91M	0.02%	389
2022 Q3	$276K	Sell	2,043 -38,615	-95%	-$6.11M	﹤0.01%	832
2022 Q2	$6.48M	Buy	40,658 +20,215	+99%	+$3.39M	0.03%	428
2022 Q1	$3.58M	Buy	+20,443	New	+$3.8M	0.01%	543
2021 Q3	–	Sell	-4,276	Closed	-$733K	–	790
2021 Q2	$733K	Sell	4,276 -2,149	-33%	-$356K	﹤0.01%	616
2021 Q1	$964K	Buy	+6,425	New	+$949K	0.01%	322

Other funds holding SUI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ray Dalio's SUI Position: Q1 2024 in Review

Ray Dalio sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 5,703 shares — an estimated $762K sold.

Ray Dalio first reported a position in SUI in Q1 2021 and held it in 9 quarters. The position peaked at $6.78M in Q1 2023. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

Ray Dalio reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
Ray Dalio sold 5,703 Sun Communities shares in Q1 2024, an estimated $762K.
Ray Dalio first reported a position in Sun Communities in Q1 2021 and held it in 9 quarters.
Ray Dalio's Sun Communities position peaked at $6.78M in Q1 2023.
502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on Bridgewater Associates's 13F filing for Q1 2024, filed 14 May 2024.