Turtle Creek Wealth Advisors’s Sun Communities SUI Stock Holding History

Turtle Creek Wealth Advisors’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	-15	Closed	-$2K	–	734
2023 Q4	$2K	Buy	+15	New	+$1.81K	﹤0.01%	789

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

Turtle Creek Wealth Advisors's SUI Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 15 shares — an estimated $2K sold.

Turtle Creek Wealth Advisors first reported a position in SUI in Q4 2023 and held it in 1 quarter. The position peaked at $2K in Q4 2023. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

Turtle Creek Wealth Advisors reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 15 Sun Communities shares in Q1 2024, an estimated $2K.
Turtle Creek Wealth Advisors first reported a position in Sun Communities in Q4 2023 and held it in 1 quarter.
Turtle Creek Wealth Advisors's Sun Communities position peaked at $2K in Q4 2023.
502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.