Wellington Management Group’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $579M | Buy |
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|
2025
Q2 | $42.9M | Sell |
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|
2025
Q1 | $63.9M | Buy |
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|
2024
Q4 | $37.5M | Sell |
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|
2024
Q3 | $67.5M | Sell |
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|
2024
Q2 | $75.1M | Sell |
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|
2024
Q1 | $106M | Buy |
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|
2023
Q4 | $91.6M | Sell |
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|
2023
Q3 | $91.5M | Sell |
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|
2023
Q2 | $186M | Sell |
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|
2023
Q1 | $305M | Buy |
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|
2022
Q4 | $281M | Buy |
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|
2022
Q3 | $189M | Buy |
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|
2022
Q2 | $149M | Sell |
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|
2022
Q1 | $167M | Buy |
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|
2021
Q4 | $188M | Buy |
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|
2021
Q3 | $154M | Buy |
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|
2021
Q2 | $130M | Buy |
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|
2021
Q1 | $91.8M | Sell |
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|
2020
Q4 | $119M | Buy |
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|
2020
Q3 | $57.4M | Sell |
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|
2020
Q2 | $63.6M | Buy |
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|
2020
Q1 | $29.5M | Buy |
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|
2019
Q4 | $34.7M | Buy |
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|
2019
Q3 | $31.6M | Sell |
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|
2019
Q2 | $32.1M | Buy |
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|
2019
Q1 | $14.8M | Sell |
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|
2018
Q4 | $13.2M | Buy |
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|
2018
Q3 | $13.1M | Buy |
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|
2018
Q2 | $11.8M | Buy |
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|
2018
Q1 | $10.9M | Sell |
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|
2017
Q4 | $14.4M | Sell |
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|
2017
Q3 | $15.5M | Buy |
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|
2017
Q2 | $14.2M | Sell |
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|
2017
Q1 | $15.2M | Sell |
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|
2016
Q4 | $14.9M | Sell |
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|
2016
Q3 | $16.2M | Buy |
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|
2016
Q2 | $12.9M | Buy |
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|
2016
Q1 | $9.21M | Buy |
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|
2015
Q4 | $1.88M | Hold |
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|
2015
Q3 | $1.86M | Hold |
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|
2015
Q2 | $1.7M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.19M | Buy |
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