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 $5.7T AUM 30.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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