Tradition Wealth Management’s Sun Communities SUI Stock Holding History

Tradition 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	-31	Closed	-$4K	–	1086
2023 Q4	$4K	Hold	31	–	–	﹤0.01%	1200
2023 Q3	$4K	Buy	31 +1	+3%	+$127	﹤0.01%	1254
2023 Q2	$4K	Sell	30 -77	-72%	-$10.3K	﹤0.01%	1291
2023 Q1	$15K	Buy	107 +77	+257%	+$11.3K	﹤0.01%	901
2022 Q4	$4K	Hold	30	–	–	﹤0.01%	1095
2022 Q3	$4K	Hold	30	–	–	﹤0.01%	1120
2022 Q2	$5K	Hold	30	–	–	﹤0.01%	966
2022 Q1	$5K	Buy	30 +1	+3%	+$186	﹤0.01%	1048
2021 Q4	$6K	Hold	29	–	–	﹤0.01%	1028
2021 Q3	$5K	Hold	29	–	–	﹤0.01%	1044
2021 Q2	$5K	Buy	+29	New	+$4.81K	﹤0.01%	1071

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 $3.37T AUM 44.26% 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

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

Tradition Wealth Management sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 31 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in SUI in Q2 2021 and held it in 11 quarters. The position peaked at $15K in Q1 2023. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

Tradition Wealth Management reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 31 Sun Communities shares in Q1 2024, an estimated $4K.
Tradition Wealth Management first reported a position in Sun Communities in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's Sun Communities position peaked at $15K in Q1 2023.
502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.