Wealth Alliance’s Sun Communities SUI Stock Holding History

Wealth Alliance’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 Q1	–	Sell	-1,727	Closed	-$231K	–	535
2023 Q4	$231K	Buy	+1,727	New	+$208K	0.03%	454
2023 Q3	–	Sell	-1,536	Closed	-$200K	–	528
2023 Q2	$200K	Sell	1,536 -465	-23%	-$62.2K	0.03%	481
2023 Q1	$282K	Buy	2,001 +296	+17%	+$43.3K	0.05%	383
2022 Q4	$244K	Buy	+1,705	New	+$233K	0.04%	405
2022 Q3	–	Sell	-1,475	Closed	-$235K	–	479
2022 Q2	$235K	Buy	1,475 +119	+9%	+$20K	0.05%	389
2022 Q1	$238K	Buy	1,356 +236	+21%	+$43.9K	0.05%	383
2021 Q4	$235K	Buy	1,120 +15	+1%	+$2.95K	0.05%	388
2021 Q3	$204K	Buy	+1,105	New	+$213K	0.05%	404
2021 Q1	–	Sell	-1,547	Closed	-$235K	–	408
2020 Q4	$235K	Buy	1,547 +98	+7%	+$14.2K	0.07%	334
2020 Q3	$204K	Sell	1,449 -123	-8%	-$17.6K	0.07%	304
2020 Q2	$213K	Buy	+1,572	New	+$209K	0.08%	279

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Alliance's SUI Position: Q1 2024 in Review

Wealth Alliance sold out of Sun Communities (SUI) in Q1 2024, closing a stake of 1,727 shares — an estimated $231K sold.

Wealth Alliance first reported a position in SUI in Q2 2020 and held it in 11 quarters. The position peaked at $282K in Q1 2023. 502 funds tracked by Wall St. Rank hold SUI as of Q1 2024.

Wealth Alliance reported no remaining Sun Communities position as of Q1 2024 after selling out during the quarter.
Wealth Alliance sold 1,727 Sun Communities shares in Q1 2024, an estimated $231K.
Wealth Alliance first reported a position in Sun Communities in Q2 2020 and held it in 11 quarters.
Wealth Alliance's Sun Communities position peaked at $282K in Q1 2023.
502 funds tracked by Wall St. Rank held Sun Communities as of Q1 2024.

Based on Wealth Alliance's 13F filing for Q1 2024, filed 10 May 2024.