Tidemark’s Sun Communities SUI Stock Holding History

Tidemark’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 Q2	–	Sell	-10	Closed	-$1.29K	–	716
2024 Q1	$1.29K	Hold	10	–	–	﹤0.01%	627
2023 Q4	$1.34K	Buy	+10	New	+$1.2K	﹤0.01%	621

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

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

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Tidemark's SUI Position: Q2 2024 in Review

Tidemark sold out of Sun Communities (SUI) in Q2 2024, closing a stake of 10 shares — an estimated $1.29K sold.

Tidemark first reported a position in SUI in Q4 2023 and held it in 2 quarters. The position peaked at $1.34K in Q4 2023. 507 funds tracked by Wall St. Rank hold SUI as of Q2 2024.

Tidemark reported no remaining Sun Communities position as of Q2 2024 after selling out during the quarter.
Tidemark sold 10 Sun Communities shares in Q2 2024, an estimated $1.29K.
Tidemark first reported a position in Sun Communities in Q4 2023 and held it in 2 quarters.
Tidemark's Sun Communities position peaked at $1.34K in Q4 2023.
507 funds tracked by Wall St. Rank held Sun Communities as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.