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 $63.2B AUM 17.15% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

State of Wyoming's SUI Position: Q1 2025 in Review

State of Wyoming sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 3,185 shares — an estimated $392K sold.

State of Wyoming first reported a position in SUI in Q2 2022 and held it in 10 quarters. The position peaked at $392K in Q4 2024. 497 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

State of Wyoming reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
State of Wyoming sold 3,185 Sun Communities shares in Q1 2025, an estimated $392K.
State of Wyoming first reported a position in Sun Communities in Q2 2022 and held it in 10 quarters.
State of Wyoming's Sun Communities position peaked at $392K in Q4 2024.
497 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on State of Wyoming's 13F filing for Q1 2025, filed 14 May 2025.