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SYSTM Wealth Solutions’s Sun Communities SUI Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-445
Closed -$53.9K – 562
2024
Q2 		$53.9K Hold
445
– – 0.01% 276
2024
Q1 		$57.6K Sell
445
-163
-27% -$21.2K 0.01% 559
2023
Q4 		$81.8K Buy
+608
New +$73.2K 0.01% 488

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SYSTM Wealth Solutions's SUI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Sun Communities (SUI) in Q3 2024, closing a stake of 445 shares — an estimated $53.9K sold.

SYSTM Wealth Solutions first reported a position in SUI in Q4 2023 and held it in 3 quarters. The position peaked at $81.8K in Q4 2023. 515 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Sun Communities position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 445 Sun Communities shares in Q3 2024, an estimated $53.9K.
  • SYSTM Wealth Solutions first reported a position in Sun Communities in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Sun Communities position peaked at $81.8K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.