Surevest’s Sun Communities SUI Stock Holding History

Surevest’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 Q3	$3K	Hold	24	–	–	﹤0.01%	374
2022 Q2	$4K	Hold	24	–	–	﹤0.01%	362
2022 Q1	$4K	Hold	24	–	–	﹤0.01%	343
2021 Q4	$5K	Buy	+24	New	+$4.73K	﹤0.01%	329

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Surevest's SUI Position: Q3 2022 in Review

Surevest held its Sun Communities (SUI) position steady in Q3 2022 at 24 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Surevest first reported a position in SUI in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q4 2021. 508 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

Surevest held 24 shares of Sun Communities worth $3K as of Q3 2022.
Surevest left its Sun Communities share count unchanged in Q3 2022.
Sun Communities made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #374 holding.
Surevest first reported a position in Sun Communities in Q4 2021 and has held it in 4 quarters since.
Surevest's Sun Communities position peaked at $5K in Q4 2021.
508 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.