Voloridge Investment Management
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Voloridge Investment Management’s Sun Communities SUI Stock Holding History

Voloridge Investment 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
Q3 		– Sell
-16,804
Closed -$2.19M – 1591
2023
Q2 		$2.19M Buy
+16,804
New +$2.25M 0.01% 960
2022
Q2 		– Sell
-132,768
Closed -$23.3M – 1631
2022
Q1 		$23.3M Sell
132,768
-3,277
-2% -$609K 0.13% 224
2021
Q4 		$28.6M Buy
136,045
+78,912
+138% +$15.5M 0.16% 165
2021
Q3 		$10.6M Buy
57,133
+29,048
+103% +$5.61M 0.07% 412
2021
Q2 		$4.81M Buy
28,085
+25,692
+1,074% +$4.26M 0.03% 659
2021
Q1 		$359K Buy
+2,393
New +$353K ﹤0.01% 1236
2020
Q3 		– Sell
-7,814
Closed -$1.06M – 1495
2020
Q2 		$1.06M Sell
7,814
-61,631
-89% -$8.18M 0.01% 836
2020
Q1 		$8.67M Buy
69,445
+39,118
+129% +$5.91M 0.25% 89
2019
Q4 		$4.55M Buy
+30,327
New +$4.72M 0.09% 299
2019
Q2 		– Sell
-2,383
Closed -$282K – 1052
2019
Q1 		$282K Buy
+2,383
New +$265K 0.01% 816
2018
Q2 		– Sell
-3,294
Closed -$301K – 596
2018
Q1 		$301K Buy
+3,294
New +$291K 0.01% 448
2017
Q4 		– Sell
-15,272
Closed -$1.31M – 599
2017
Q3 		$1.31M Buy
+15,272
New +$1.35M 0.03% 311

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Voloridge Investment Management's SUI Position: Q3 2023 in Review

Voloridge Investment Management sold out of Sun Communities (SUI) in Q3 2023, closing a stake of 16,804 shares — an estimated $2.19M sold.

Voloridge Investment Management first reported a position in SUI in Q3 2017 and held it in 12 quarters. The position peaked at $28.6M in Q4 2021. 499 funds tracked by Wall St. Rank hold SUI as of Q3 2023.

  • Voloridge Investment Management reported no remaining Sun Communities position as of Q3 2023 after selling out during the quarter.
  • Voloridge Investment Management sold 16,804 Sun Communities shares in Q3 2023, an estimated $2.19M.
  • Voloridge Investment Management first reported a position in Sun Communities in Q3 2017 and held it in 12 quarters.
  • Voloridge Investment Management's Sun Communities position peaked at $28.6M in Q4 2021.
  • 499 funds tracked by Wall St. Rank held Sun Communities as of Q3 2023.

Based on Voloridge Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.