SpiderRock Advisors’s Sun Communities SUI Stock Holding History

SpiderRock 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
2024 Q3	$541K	Hold	4,006	–	–	0.01%	606
2024 Q2	$482K	Hold	4,006	–	–	0.01%	568
2024 Q1	$522K	Buy	+4,006	New	+$520K	0.01%	517

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SpiderRock Advisors's SUI Position: Q3 2024 in Review

SpiderRock Advisors held its Sun Communities (SUI) position steady in Q3 2024 at 4,006 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #606.

SpiderRock Advisors first reported a position in SUI in Q1 2024 and has held it in 3 quarters since. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

SpiderRock Advisors held 4,006 shares of Sun Communities worth $541K as of Q3 2024.
SpiderRock Advisors left its Sun Communities share count unchanged in Q3 2024.
Sun Communities made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #606 holding.
SpiderRock Advisors first reported a position in Sun Communities in Q1 2024 and has held it in 3 quarters since.
516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.