Selective Wealth Management’s Sun Communities SUI Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-1,325	Closed	-$179K	–	653
2022 Q3	$179K	Sell	1,325 -300	-18%	-$47.4K	0.08%	139
2022 Q2	$259K	Hold	1,625	–	–	0.09%	115
2022 Q1	$285K	Hold	1,625	–	–	0.1%	99
2021 Q4	$341K	Hold	1,625	–	–	0.14%	79
2021 Q3	$301K	Buy	1,625 +900	+124%	+$174K	0.16%	68
2021 Q2	$124K	Buy	+725	New	+$120K	0.1%	96

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Selective Wealth Management's SUI Position: Q4 2022 in Review

Selective Wealth Management sold out of Sun Communities (SUI) in Q4 2022, closing a stake of 1,325 shares — an estimated $179K sold.

Selective Wealth Management first reported a position in SUI in Q2 2021 and held it in 6 quarters. The position peaked at $341K in Q4 2021. 511 funds tracked by Wall St. Rank hold SUI as of Q4 2022.

Selective Wealth Management reported no remaining Sun Communities position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,325 Sun Communities shares in Q4 2022, an estimated $179K.
Selective Wealth Management first reported a position in Sun Communities in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Sun Communities position peaked at $341K in Q4 2021.
511 funds tracked by Wall St. Rank held Sun Communities as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.