TwinBeech Capital’s Sun Communities SUI Stock Holding History

TwinBeech Capital’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 Q3	–	Sell	-6,636	Closed	-$866K	–	887
2023 Q2	$866K	Buy	+6,636	New	+$888K	0.02%	470
2021 Q2	–	Sell	-3,600	Closed	-$540K	–	643
2021 Q1	$540K	Buy	+3,600	New	+$532K	0.08%	292
2020 Q4	–	Sell	-1,834	Closed	-$258K	–	603
2020 Q3	$258K	Sell	1,834 -1,837	-50%	-$263K	0.06%	363
2020 Q2	$498K	Buy	3,671 +706	+24%	+$93.7K	0.11%	231
2020 Q1	$370K	Sell	2,965 -1,578	-35%	-$238K	0.15%	201
2019 Q4	$682K	Buy	+4,543	New	+$708K	0.2%	166

Other funds holding SUI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TwinBeech Capital's SUI Position: Q3 2023 in Review

TwinBeech Capital sold out of Sun Communities (SUI) in Q3 2023, closing a stake of 6,636 shares — an estimated $866K sold.

TwinBeech Capital first reported a position in SUI in Q4 2019 and held it in 6 quarters. The position peaked at $866K in Q2 2023. 499 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

TwinBeech Capital reported no remaining Sun Communities position as of Q3 2023 after selling out during the quarter.
TwinBeech Capital sold 6,636 Sun Communities shares in Q3 2023, an estimated $866K.
TwinBeech Capital first reported a position in Sun Communities in Q4 2019 and held it in 6 quarters.
TwinBeech Capital's Sun Communities position peaked at $866K in Q2 2023.
499 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on TwinBeech Capital's 13F filing for Q3 2023, filed 14 Nov 2023.