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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 – 664
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 – 602
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM