Vontobel Holding
SUI icon

Vontobel Holding’s Sun Communities SUI Stock Holding History

Vontobel Holding’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
2024
Q4 		– Sell
-2,542
Closed -$344K – 1170
2024
Q3 		$344K Sell
2,542
-210
-8% -$27.6K ﹤0.01% 883
2024
Q2 		$331K Sell
2,752
-81
-3% -$9.62K ﹤0.01% 870
2024
Q1 		$364K Sell
2,833
-42
-1% -$5.45K ﹤0.01% 854
2023
Q4 		$384K Sell
2,875
-188
-6% -$22.6K ﹤0.01% 866
2023
Q3 		$362K Buy
3,063
+7
+0.2% +$888 ﹤0.01% 849
2023
Q2 		$399K Buy
3,056
+245
+9% +$32.8K ﹤0.01% 854
2023
Q1 		$396K Sell
2,811
-968
-26% -$141K ﹤0.01% 821
2022
Q4 		$540K Sell
3,779
-176
-4% -$24K 0.01% 735
2022
Q3 		$535K Sell
3,955
-298
-7% -$47.1K 0.01% 696
2022
Q2 		$678K Buy
4,253
+313
+8% +$52.5K 0.01% 635
2022
Q1 		$691K Sell
3,940
-4,069
-51% -$756K 0.01% 712
2021
Q4 		$1.68M Sell
8,009
-2,530
-24% -$498K 0.01% 489
2021
Q3 		$1.95M Buy
10,539
+2,195
+26% +$424K 0.02% 446
2021
Q2 		$1.44M Hold
8,344
– – 0.01% 511
2021
Q1 		$1.25M Buy
+8,344
New +$1.23M 0.01% 484

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return