Venture Visionary Partners’s Sun Communities SUI Stock Holding History

Venture Visionary Partners’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
2022 Q3	–	Sell	-468	Closed	-$74.6K	–	1413
2022 Q2	$74.6K	Buy	+468	New	+$78.5K	0.01%	688
2020 Q3	–	Sell	-5,514	Closed	-$748K	–	208
2020 Q2	$748K	Buy	5,514 +34	+0.6%	+$4.51K	0.22%	67
2020 Q1	$684K	Hold	5,480	–	–	0.26%	63
2019 Q4	$822K	Buy	+5,480	New	+$853K	0.25%	63

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Venture Visionary Partners's SUI Position: Q3 2022 in Review

Venture Visionary Partners sold out of Sun Communities (SUI) in Q3 2022, closing a stake of 468 shares — an estimated $74.6K sold.

Venture Visionary Partners first reported a position in SUI in Q4 2019 and held it in 4 quarters. The position peaked at $822K in Q4 2019. 509 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

Venture Visionary Partners reported no remaining Sun Communities position as of Q3 2022 after selling out during the quarter.
Venture Visionary Partners sold 468 Sun Communities shares in Q3 2022, an estimated $74.6K.
Venture Visionary Partners first reported a position in Sun Communities in Q4 2019 and held it in 4 quarters.
Venture Visionary Partners's Sun Communities position peaked at $822K in Q4 2019.
509 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.