Utah Peaks Capital’s Sun Communities SUI Stock Holding History

Utah Peaks 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 Q1	–	Sell	-50,000	Closed	-$7.15M	–	70
2022 Q4	$7.15M	Buy	+50,000	New	+$6.83M	12.98%	2

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

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

Utah Peaks Capital's SUI Position: Q1 2023 in Review

Utah Peaks Capital sold out of Sun Communities (SUI) in Q1 2023, closing a stake of 50,000 shares — an estimated $7.15M sold.

Utah Peaks Capital first reported a position in SUI in Q4 2022 and held it in 1 quarter. The position peaked at $7.15M in Q4 2022. 504 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

Utah Peaks Capital reported no remaining Sun Communities position as of Q1 2023 after selling out during the quarter.
Utah Peaks Capital sold 50,000 Sun Communities shares in Q1 2023, an estimated $7.15M.
Utah Peaks Capital first reported a position in Sun Communities in Q4 2022 and held it in 1 quarter.
Utah Peaks Capital's Sun Communities position peaked at $7.15M in Q4 2022.
504 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on Utah Peaks Capital's 13F filing for Q1 2023, filed 15 May 2023.