Simplicity Solutions’s Sun Communities SUI Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-1,448	Closed	-$204K	–	1217
2023 Q1	$204K	Buy	+1,448	New	+$212K	0.01%	1005
2019 Q2	–	Sell	-1,786	Closed	-$212K	–	858
2019 Q1	$212K	Buy	+1,786	New	+$199K	0.01%	670

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 $3.38T AUM 44.17% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Norges Bank Oslo, Norway $1T AUM

Simplicity Solutions's SUI Position: Q2 2023 in Review

Simplicity Solutions sold out of Sun Communities (SUI) in Q2 2023, closing a stake of 1,448 shares — an estimated $204K sold.

Simplicity Solutions first reported a position in SUI in Q1 2019 and held it in 2 quarters. The position peaked at $212K in Q1 2019. 504 funds tracked by Wall St. Rank hold SUI as of Q2 2023.

Simplicity Solutions reported no remaining Sun Communities position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 1,448 Sun Communities shares in Q2 2023, an estimated $204K.
Simplicity Solutions first reported a position in Sun Communities in Q1 2019 and held it in 2 quarters.
Simplicity Solutions's Sun Communities position peaked at $212K in Q1 2019.
504 funds tracked by Wall St. Rank held Sun Communities as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.