West Family Investments’s Sun Communities SUI Stock Holding History

West Family Investments’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
2023 Q1	–	Sell	-1,413	Closed	-$202K	–	259
2022 Q4	$202K	Sell	1,413 -254	-15%	-$34.7K	0.07%	216
2022 Q3	$226K	Buy	+1,667	New	+$264K	0.09%	191
2021 Q4	–	Sell	-1,083	Closed	-$200K	–	369
2021 Q3	$200K	Buy	+1,083	New	+$209K	0.05%	311
2017 Q3	–	Sell	-4,702	Closed	-$360K	–	99
2017 Q2	$360K	Sell	4,702 -105,731	-96%	-$9.06M	0.08%	83
2017 Q1	$8.87M	Sell	110,433 -183,224	-62%	-$14.6M	1.71%	15
2016 Q4	$22.5M	Hold	293,657	–	–	3.96%	5
2016 Q3	$23M	Hold	293,657	–	–	4.28%	3
2016 Q2	$22.5M	Buy	293,657 +23,509	+9%	+$1.66M	4.1%	3
2016 Q1	$19.3M	Hold	270,148	–	–	3.17%	5
2015 Q4	$18.5M	Hold	270,148	–	–	4.75%	3
2015 Q3	$18.3M	Buy	+270,148	New	+$18M	3.78%	5

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Family Investments's SUI Position: Q1 2023 in Review

West Family Investments sold out of Sun Communities (SUI) in Q1 2023, closing a stake of 1,413 shares — an estimated $202K sold.

West Family Investments first reported a position in SUI in Q3 2015 and held it in 11 quarters. The position peaked at $23M in Q3 2016. 503 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

West Family Investments reported no remaining Sun Communities position as of Q1 2023 after selling out during the quarter.
West Family Investments sold 1,413 Sun Communities shares in Q1 2023, an estimated $202K.
West Family Investments first reported a position in Sun Communities in Q3 2015 and held it in 11 quarters.
West Family Investments's Sun Communities position peaked at $23M in Q3 2016.
503 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on West Family Investments's 13F filing for Q1 2023, filed 3 May 2023.