State of Wyoming’s Sun Communities SUI Stock Holding History

State of Wyoming’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
2025 Q1	–	Sell	-3,185	Closed	-$392K	–	1838
2024 Q4	$392K	Buy	+3,185	New	+$408K	0.05%	387
2024 Q3	–	Sell	-311	Closed	-$37.4K	–	1884
2024 Q2	$37.4K	Buy	311 +28	+10%	+$3.33K	0.01%	1439
2024 Q1	$36.4K	Buy	283 +5	+2%	+$649	0.01%	1447
2023 Q4	$37.2K	Buy	278 +90	+48%	+$10.8K	0.01%	1437
2023 Q3	$22.2K	Buy	188 +69	+58%	+$8.76K	﹤0.01%	1496
2023 Q2	$15.5K	Buy	119 +29	+32%	+$3.88K	﹤0.01%	1445
2023 Q1	$12.7K	Buy	90 +8	+10%	+$1.17K	﹤0.01%	1470
2022 Q4	$11.7K	Sell	82 -1	-1%	-$137	﹤0.01%	1442
2022 Q3	$11K	Buy	83 +6	+8%	+$949	0.01%	1422
2022 Q2	$12K	Buy	+77	New	+$12.9K	0.01%	1618

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates

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

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

Massachusetts Financial Services

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

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return