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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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Washington Trust Advisors's SUI Position: Q2 2024 in Review

Washington Trust Advisors sold out of Sun Communities (SUI) in Q2 2024, closing a stake of 37 shares — an estimated $4.76K sold.

Washington Trust Advisors first reported a position in SUI in Q4 2021 and held it in 10 quarters. The position peaked at $8K in Q4 2021. 507 funds tracked by Wall St. Rank hold SUI as of Q2 2024.

  • Washington Trust Advisors reported no remaining Sun Communities position as of Q2 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 37 Sun Communities shares in Q2 2024, an estimated $4.76K.
  • Washington Trust Advisors first reported a position in Sun Communities in Q4 2021 and held it in 10 quarters.
  • Washington Trust Advisors's Sun Communities position peaked at $8K in Q4 2021.
  • 507 funds tracked by Wall St. Rank held Sun Communities as of Q2 2024.

Based on Washington Trust Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.