West Paces Advisors’s Sun Communities SUI Stock Holding History

West Paces 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
2022 Q3	–	Sell	-18	Closed	-$2.87K	–	573
2022 Q2	$2.87K	Hold	18	–	–	﹤0.01%	461
2022 Q1	$3.15K	Hold	18	–	–	﹤0.01%	458
2021 Q4	$3.78K	Buy	18 +2	+13%	+$394	﹤0.01%	457
2021 Q3	$2.96K	Hold	16	–	–	﹤0.01%	464
2021 Q2	$2.74K	Buy	+16	New	+$2.65K	﹤0.01%	492

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

West Paces Advisors's SUI Position: Q3 2022 in Review

West Paces Advisors sold out of Sun Communities (SUI) in Q3 2022, closing a stake of 18 shares — an estimated $2.87K sold.

West Paces Advisors first reported a position in SUI in Q2 2021 and held it in 5 quarters. The position peaked at $3.78K in Q4 2021. 509 funds tracked by Wall St. Rank hold SUI as of Q3 2022.

West Paces Advisors reported no remaining Sun Communities position as of Q3 2022 after selling out during the quarter.
West Paces Advisors sold 18 Sun Communities shares in Q3 2022, an estimated $2.87K.
West Paces Advisors first reported a position in Sun Communities in Q2 2021 and held it in 5 quarters.
West Paces Advisors's Sun Communities position peaked at $3.78K in Q4 2021.
509 funds tracked by Wall St. Rank held Sun Communities as of Q3 2022.

Based on West Paces Advisors's 13F filing for Q3 2022, filed 19 Dec 2023.