Sherbrooke Park Advisers’s Sun Communities SUI Stock Holding History

Sherbrooke Park Advisers’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 Q4	–	Sell	-4,165	Closed	-$563K	–	1141
2024 Q3	$563K	Buy	+4,165	New	+$548K	0.13%	261
2024 Q2	–	Sell	-2,647	Closed	-$340K	–	1191
2024 Q1	$340K	Buy	+2,647	New	+$344K	0.07%	512
2023 Q4	–	Sell	-3,963	Closed	-$469K	–	670
2023 Q3	$469K	Buy	+3,963	New	+$503K	0.15%	255

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sherbrooke Park Advisers's SUI Position: Q4 2024 in Review

Sherbrooke Park Advisers sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 4,165 shares — an estimated $563K sold.

Sherbrooke Park Advisers first reported a position in SUI in Q3 2023 and held it in 3 quarters. The position peaked at $563K in Q3 2024. 476 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Sherbrooke Park Advisers reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Sherbrooke Park Advisers sold 4,165 Sun Communities shares in Q4 2024, an estimated $563K.
Sherbrooke Park Advisers first reported a position in Sun Communities in Q3 2023 and held it in 3 quarters.
Sherbrooke Park Advisers's Sun Communities position peaked at $563K in Q3 2024.
476 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.