Trustmark National Bank Trust Department’s Sun Communities SUI Stock Holding History

Trustmark National Bank Trust Department’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
2023 Q2	–	Sell	-2,000	Closed	-$282K	–	273
2023 Q1	$282K	Hold	2,000	–	–	0.03%	232
2022 Q4	$286K	Hold	2,000	–	–	0.03%	228
2022 Q3	$271K	Hold	2,000	–	–	0.03%	227
2022 Q2	$319K	Hold	2,000	–	–	0.03%	218
2022 Q1	$351K	Hold	2,000	–	–	0.03%	221
2021 Q4	$420K	Hold	2,000	–	–	0.03%	206
2021 Q3	$370K	Hold	2,000	–	–	0.03%	203
2021 Q2	$343K	Hold	2,000	–	–	0.03%	206
2021 Q1	$300K	Hold	2,000	–	–	0.03%	213
2020 Q4	$304K	Hold	2,000	–	–	0.03%	206
2020 Q3	$281K	Hold	2,000	–	–	0.03%	200
2020 Q2	$271K	Buy	+2,000	New	+$265K	0.03%	200

Other funds holding SUI

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Trustmark National Bank Trust Department's SUI Position: Q2 2023 in Review

Trustmark National Bank Trust Department sold out of Sun Communities (SUI) in Q2 2023, closing a stake of 2,000 shares — an estimated $282K sold.

Trustmark National Bank Trust Department first reported a position in SUI in Q2 2020 and held it in 12 quarters. The position peaked at $420K in Q4 2021. 503 funds tracked by Wall St. Rank hold SUI as of Q2 2023.

Trustmark National Bank Trust Department reported no remaining Sun Communities position as of Q2 2023 after selling out during the quarter.
Trustmark National Bank Trust Department sold 2,000 Sun Communities shares in Q2 2023, an estimated $282K.
Trustmark National Bank Trust Department first reported a position in Sun Communities in Q2 2020 and held it in 12 quarters.
Trustmark National Bank Trust Department's Sun Communities position peaked at $420K in Q4 2021.
503 funds tracked by Wall St. Rank held Sun Communities as of Q2 2023.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2023, filed 10 Aug 2023.