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Rush Island Management’s Sun Communities SUI Stock Holding History

Rush Island Management’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
-433,913
Closed -$58M – 20
2023
Q4 		$58M Sell
433,913
-116,488
-21% -$14M 4.44% 9
2023
Q3 		$65.1M Buy
+550,401
New +$69.9M 5.5% 8

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Rush Island Management's SUI Position: Q1 2024 in Review

Rush Island Management sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 433,913 shares — an estimated $58M sold.

Rush Island Management first reported a position in SUI in Q3 2023 and held it in 2 quarters. The position peaked at $65.1M in Q3 2023. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

  • Rush Island Management reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
  • Rush Island Management sold 433,913 Sun Communities shares in Q1 2024, an estimated $58M.
  • Rush Island Management first reported a position in Sun Communities in Q3 2023 and held it in 2 quarters.
  • Rush Island Management's Sun Communities position peaked at $65.1M in Q3 2023.
  • 502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on Rush Island Management's 13F filing for Q1 2024, filed 15 May 2024.