RJT
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Raymond James Trust’s Sun Communities SUI Stock Holding History

Raymond James Trust’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
-1,521
Closed -$203K – 1276
2023
Q4 		$203K Buy
+1,521
New +$183K 0.01% 1135
2023
Q3 		– Sell
-1,540
Closed -$201K – 1203
2023
Q2 		$201K Buy
1,540
+34
+2% +$4.55K 0.01% 1114
2023
Q1 		$212K Buy
+1,506
New +$220K 0.01% 1044
2022
Q3 		– Sell
-1,266
Closed -$202K – 1114
2022
Q2 		$202K Buy
1,266
+76
+6% +$12.8K 0.01% 1006
2022
Q1 		$208K Buy
1,190
+207
+21% +$38.5K 0.01% 1074
2021
Q4 		$206K Buy
+983
New +$194K 0.01% 1107
2020
Q2 		– Sell
-1,759
Closed -$219K – 950
2020
Q1 		$219K Buy
1,759
+82
+5% +$12.4K 0.01% 679
2019
Q4 		$251K Sell
1,677
-68
-4% -$10.6K 0.01% 781
2019
Q3 		$259K Buy
1,745
+54
+3% +$7.63K 0.01% 733
2019
Q2 		$217K Sell
1,691
-130
-7% -$16.1K 0.01% 797
2019
Q1 		$216K Sell
1,821
-269
-13% -$29.9K 0.01% 755
2018
Q4 		$213K Sell
2,090
-111
-5% -$11.3K 0.01% 718
2018
Q3 		$223K Buy
+2,201
New +$220K 0.01% 767
2017
Q4 		– Sell
-2,610
Closed -$224K – 759
2017
Q3 		$224K Buy
2,610
+55
+2% +$4.86K 0.02% 649
2017
Q2 		$224K Buy
+2,555
New +$219K 0.02% 626

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return