Wagner Wealth Management (South Carolina)’s Sun Communities SUI Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-27	Closed	-$4K	–	640
2022 Q3	$4K	Hold	27	–	–	﹤0.01%	561
2022 Q2	$4K	Buy	+27	New	+$4.53K	﹤0.01%	564
2022 Q1	–	Sell	-27	Closed	-$6K	–	601
2021 Q4	$6K	Hold	27	–	–	﹤0.01%	551
2021 Q3	$5K	Hold	27	–	–	﹤0.01%	547
2021 Q2	$5K	Hold	27	–	–	﹤0.01%	579
2021 Q1	$4K	Buy	+27	New	+$3.99K	﹤0.01%	575
2018 Q3	$3K	Hold	27	–	–	﹤0.01%	528
2018 Q2	$3K	Hold	27	–	–	﹤0.01%	497
2018 Q1	$2K	Buy	+27	New	+$2.38K	﹤0.01%	488
2017 Q4	–	Hold	0	–	–	–	336

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 $3.38T AUM 44.17% 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

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

CIM

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

Norges Bank Oslo, Norway $1T AUM

Wagner Wealth Management (South Carolina)'s SUI Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Sun Communities (SUI) in Q4 2022, closing a stake of 27 shares — an estimated $4K sold.

Wagner Wealth Management (South Carolina) first reported a position in SUI in Q1 2018 and held it in 9 quarters. The position peaked at $6K in Q4 2021. 511 funds tracked by Wall St. Rank hold SUI as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Sun Communities position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 27 Sun Communities shares in Q4 2022, an estimated $4K.
Wagner Wealth Management (South Carolina) first reported a position in Sun Communities in Q1 2018 and held it in 9 quarters.
Wagner Wealth Management (South Carolina)'s Sun Communities position peaked at $6K in Q4 2021.
511 funds tracked by Wall St. Rank held Sun Communities as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.