Resurgent Financial Advisors’s Sun Communities SUI Stock Holding History

Resurgent Financial Advisors’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 Q1	–	Sell	-897	Closed	-$128K	–	616
2022 Q4	$128K	Sell	897 -831	-48%	-$113K	0.07%	267
2022 Q3	$233K	Buy	1,728 +87	+5%	+$13.8K	0.16%	167
2022 Q2	$262K	Buy	1,641 +221	+16%	+$37.1K	0.17%	146
2022 Q1	$249K	Buy	+1,420	New	+$264K	0.15%	147

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 $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Resurgent Financial Advisors's SUI Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Sun Communities (SUI) in Q1 2023, closing a stake of 897 shares — an estimated $128K sold.

Resurgent Financial Advisors first reported a position in SUI in Q1 2022 and held it in 4 quarters. The position peaked at $262K in Q2 2022. 504 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

Resurgent Financial Advisors reported no remaining Sun Communities position as of Q1 2023 after selling out during the quarter.
Resurgent Financial Advisors sold 897 Sun Communities shares in Q1 2023, an estimated $128K.
Resurgent Financial Advisors first reported a position in Sun Communities in Q1 2022 and held it in 4 quarters.
Resurgent Financial Advisors's Sun Communities position peaked at $262K in Q2 2022.
504 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.