UMB Bank’s Sun Communities SUI Stock Holding History

UMB Bank’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
2026 Q1	$3.9K	Buy	31 +7	+29%	+$905	﹤0.01%	2073
2025 Q4	$2.97K	Buy	24 +8	+50%	+$1K	﹤0.01%	2118
2025 Q3	$2.06K	Sell	16 -34	-68%	-$4.3K	﹤0.01%	2042
2025 Q2	$6.33K	Buy	50 +7	+16%	+$868	﹤0.01%	1758
2025 Q1	$5.53K	Buy	43 +3	+8%	+$384	﹤0.01%	1732
2024 Q4	$4.92K	Buy	40 +23	+135%	+$2.94K	﹤0.01%	1713
2024 Q3	$2.3K	Sell	17 -29	-63%	-$3.81K	﹤0.01%	1951
2024 Q2	$5.54K	Sell	46 -23	-33%	-$2.73K	﹤0.01%	1407
2024 Q1	$8.87K	Hold	69	–	–	﹤0.01%	1300
2023 Q4	$9.22K	Hold	69	–	–	﹤0.01%	1309
2023 Q3	$8.16K	Hold	69	–	–	﹤0.01%	1332
2023 Q2	$9K	Hold	69	–	–	﹤0.01%	1318
2023 Q1	$9.72K	Hold	69	–	–	﹤0.01%	1299
2022 Q4	$10K	Hold	69	–	–	﹤0.01%	1317
2022 Q3	$9K	Sell	69 -36	-34%	-$5.69K	﹤0.01%	1355
2022 Q2	$17K	Hold	105	–	–	﹤0.01%	1243
2022 Q1	$18K	Hold	105	–	–	﹤0.01%	1292
2021 Q4	$22K	Buy	+105	New	+$20.7K	﹤0.01%	1244

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return