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Summit Global Investments’s Sun Communities SUI Stock Holding History

Summit Global Investments’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
2023
Q2 		– Sell
-1,915
Closed -$270K – 613
2023
Q1 		$270K Sell
1,915
-41
-2% -$5.99K 0.02% 450
2022
Q4 		$280K Sell
1,956
-5,948
-75% -$812K 0.02% 403
2022
Q3 		$1.07M Buy
7,904
+68
+0.9% +$10.8K 0.1% 195
2022
Q2 		$1.25M Buy
+7,836
New +$1.31M 0.11% 189

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Global Investments's SUI Position: Q2 2023 in Review

Summit Global Investments sold out of Sun Communities (SUI) in Q2 2023, closing a stake of 1,915 shares — an estimated $270K sold.

Summit Global Investments first reported a position in SUI in Q2 2022 and held it in 4 quarters. The position peaked at $1.25M in Q2 2022. 504 funds tracked by Wall St. Rank hold SUI as of Q2 2023.

  • Summit Global Investments reported no remaining Sun Communities position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 1,915 Sun Communities shares in Q2 2023, an estimated $270K.
  • Summit Global Investments first reported a position in Sun Communities in Q2 2022 and held it in 4 quarters.
  • Summit Global Investments's Sun Communities position peaked at $1.25M in Q2 2022.
  • 504 funds tracked by Wall St. Rank held Sun Communities as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.