Red Tortoise LLC’s Sun Communities SUI Stock Holding History

Red Tortoise LLC’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	-47	Closed	-$5.56K	–	587
2023 Q3	$5.56K	Buy	+47	New	+$5.96K	﹤0.01%	264

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 $3.37T AUM 44.26% 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

Red Tortoise LLC's SUI Position: Q4 2023 in Review

Red Tortoise LLC sold out of Sun Communities (SUI) in Q4 2023, closing a stake of 47 shares — an estimated $5.56K sold.

Red Tortoise LLC first reported a position in SUI in Q3 2023 and held it in 1 quarter. The position peaked at $5.56K in Q3 2023. 528 funds tracked by Wall St. Rank hold SUI as of Q4 2023.

Red Tortoise LLC reported no remaining Sun Communities position as of Q4 2023 after selling out during the quarter.
Red Tortoise LLC sold 47 Sun Communities shares in Q4 2023, an estimated $5.56K.
Red Tortoise LLC first reported a position in Sun Communities in Q3 2023 and held it in 1 quarter.
Red Tortoise LLC's Sun Communities position peaked at $5.56K in Q3 2023.
528 funds tracked by Wall St. Rank held Sun Communities as of Q4 2023.

Based on Red Tortoise LLC's 13F filing for Q4 2023, filed 31 Jan 2024.