Vigilant Capital Management’s Sun Communities SUI Stock Holding History

Vigilant Capital Management’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	-25	Closed	-$4K	–	502
2022 Q4	$4K	Hold	25	–	–	﹤0.01%	466
2022 Q3	$3K	Sell	25 -15	-38%	-$2.37K	﹤0.01%	549
2022 Q2	$6K	Hold	40	–	–	﹤0.01%	504
2022 Q1	$7K	Hold	40	–	–	﹤0.01%	494
2021 Q4	$8K	Sell	40 -45	-53%	-$8.86K	﹤0.01%	524
2021 Q3	$16K	Buy	+85	New	+$16.4K	﹤0.01%	396
2020 Q1	–	Sell	-300	Closed	-$45K	–	434
2019 Q4	$45K	Buy	+300	New	+$46.7K	0.01%	307

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 $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 $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Vigilant Capital Management's SUI Position: Q1 2023 in Review

Vigilant Capital Management sold out of Sun Communities (SUI) in Q1 2023, closing a stake of 25 shares — an estimated $4K sold.

Vigilant Capital Management first reported a position in SUI in Q4 2019 and held it in 7 quarters. The position peaked at $45K in Q4 2019. 504 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

Vigilant Capital Management reported no remaining Sun Communities position as of Q1 2023 after selling out during the quarter.
Vigilant Capital Management sold 25 Sun Communities shares in Q1 2023, an estimated $4K.
Vigilant Capital Management first reported a position in Sun Communities in Q4 2019 and held it in 7 quarters.
Vigilant Capital Management's Sun Communities position peaked at $45K in Q4 2019.
504 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.