TrustCore Financial Services’s Sun Communities SUI Stock Holding History

TrustCore Financial Services’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 Q4	–	Sell	-138	Closed	-$19K	–	1143
2022 Q3	$19K	Buy	138 +48	+53%	+$7.59K	﹤0.01%	633
2022 Q2	$14K	Buy	+90	New	+$15.1K	﹤0.01%	697
2021 Q3	–	Sell	-13	Closed	-$2K	–	1151
2021 Q2	$2K	Buy	+13	New	+$2.15K	﹤0.01%	980

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TrustCore Financial Services's SUI Position: Q4 2022 in Review

TrustCore Financial Services sold out of Sun Communities (SUI) in Q4 2022, closing a stake of 138 shares — an estimated $19K sold.

TrustCore Financial Services first reported a position in SUI in Q2 2021 and held it in 3 quarters. The position peaked at $19K in Q3 2022. 510 funds tracked by Wall St. Rank hold SUI as of Q4 2022.

TrustCore Financial Services reported no remaining Sun Communities position as of Q4 2022 after selling out during the quarter.
TrustCore Financial Services sold 138 Sun Communities shares in Q4 2022, an estimated $19K.
TrustCore Financial Services first reported a position in Sun Communities in Q2 2021 and held it in 3 quarters.
TrustCore Financial Services's Sun Communities position peaked at $19K in Q3 2022.
510 funds tracked by Wall St. Rank held Sun Communities as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.