Sugarloaf Wealth Management’s Sun Communities SUI Stock Holding History

Sugarloaf Wealth Management’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 Q1	–	Sell	-927	Closed	-$124K	–	711
2023 Q4	$124K	Buy	927 +78	+9%	+$9.39K	0.03%	198
2023 Q3	$100K	Buy	849 +215	+34%	+$27.3K	0.03%	212
2023 Q2	$82.7K	Buy	634 +146	+30%	+$19.5K	0.02%	228
2023 Q1	$68.8K	Buy	488 +196	+67%	+$28.6K	0.02%	243
2022 Q4	$41.8K	Buy	292 +23	+9%	+$3.14K	0.01%	308
2022 Q3	$37K	Buy	269 +16	+6%	+$2.53K	0.01%	336
2022 Q2	$40K	Buy	+253	New	+$42.5K	0.01%	320

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

Sugarloaf Wealth Management's SUI Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 927 shares — an estimated $124K sold.

Sugarloaf Wealth Management first reported a position in SUI in Q2 2022 and held it in 7 quarters. The position peaked at $124K in Q4 2023. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

Sugarloaf Wealth Management reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 927 Sun Communities shares in Q1 2024, an estimated $124K.
Sugarloaf Wealth Management first reported a position in Sun Communities in Q2 2022 and held it in 7 quarters.
Sugarloaf Wealth Management's Sun Communities position peaked at $124K in Q4 2023.
502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.