Standard Family Office’s Sun Communities SUI Stock Holding History

Standard Family Office’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	-301	Closed	-$41K	–	386
2022 Q3	$41K	Buy	+301	New	+$47.6K	0.02%	149
2021 Q3	–	Sell	-565	Closed	-$97K	–	467
2021 Q2	$97K	Hold	565	–	–	0.02%	213
2021 Q1	$85K	Sell	565 -12	-2%	-$1.77K	0.02%	213
2020 Q4	$88K	Buy	+577	New	+$83.5K	0.02%	215

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 $3.38T 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

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

Standard Family Office's SUI Position: Q4 2022 in Review

Standard Family Office sold out of Sun Communities (SUI) in Q4 2022, closing a stake of 301 shares — an estimated $41K sold.

Standard Family Office first reported a position in SUI in Q4 2020 and held it in 4 quarters. The position peaked at $97K in Q2 2021. 511 funds tracked by Wall St. Rank hold SUI as of Q4 2022.

Standard Family Office reported no remaining Sun Communities position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 301 Sun Communities shares in Q4 2022, an estimated $41K.
Standard Family Office first reported a position in Sun Communities in Q4 2020 and held it in 4 quarters.
Standard Family Office's Sun Communities position peaked at $97K in Q2 2021.
511 funds tracked by Wall St. Rank held Sun Communities as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.