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TriaGen Wealth Management’s Sun Communities SUI Stock Holding History

TriaGen 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
2022
Q1 		– Sell
-6,770
Closed -$1.42M – 203
2021
Q4 		$1.42M Hold
6,770
– – 0.7% 54
2021
Q3 		$1.25M Hold
6,770
– – 0.68% 56
2021
Q2 		$1.33M Buy
+6,770
New +$1.12M 0.68% 55

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

TriaGen Wealth Management's SUI Position: Q1 2022 in Review

TriaGen Wealth Management sold out of Sun Communities (SUI) in Q1 2022, closing a stake of 6,770 shares — an estimated $1.42M sold.

TriaGen Wealth Management first reported a position in SUI in Q2 2021 and held it in 3 quarters. The position peaked at $1.42M in Q4 2021. 525 funds tracked by Wall St. Rank hold SUI as of Q1 2022.

  • TriaGen Wealth Management reported no remaining Sun Communities position as of Q1 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 6,770 Sun Communities shares in Q1 2022, an estimated $1.42M.
  • TriaGen Wealth Management first reported a position in Sun Communities in Q2 2021 and held it in 3 quarters.
  • TriaGen Wealth Management's Sun Communities position peaked at $1.42M in Q4 2021.
  • 525 funds tracked by Wall St. Rank held Sun Communities as of Q1 2022.

Based on TriaGen Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.