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Washington Trust Advisors’s Sun Communities SUI Stock Holding History

Washington Trust Advisors’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
Q2 		– Sell
-37
Closed -$4.76K – 682
2024
Q1 		$4.76K Hold
37
– – ﹤0.01% 577
2023
Q4 		$4.95K Buy
37
+2
+6% +$241 ﹤0.01% 570
2023
Q3 		$4.13K Buy
35
+4
+13% +$508 ﹤0.01% 573
2023
Q2 		$4.04K Sell
31
-13
-30% -$1.74K ﹤0.01% 571
2023
Q1 		$6.2K Hold
44
– – ﹤0.01% 576
2022
Q4 		$6.29K Buy
44
+7
+19% +$956 ﹤0.01% 566
2022
Q3 		$5K Buy
37
+1
+3% +$158 ﹤0.01% 725
2022
Q2 		$6K Hold
36
– – ﹤0.01% 728
2022
Q1 		$6K Hold
36
– – ﹤0.01% 796
2021
Q4 		$8K Buy
+36
New +$7.09K ﹤0.01% 771

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return