SFO
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM