Win Advisors’s Sun Communities SUI Stock Holding History

Win 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
2023 Q1	–	Sell	-98	Closed	-$14K	–	133
2022 Q4	$14K	Buy	98 +14	+17%	+$1.91K	0.01%	99
2022 Q3	$11K	Buy	+84	New	+$13.3K	﹤0.01%	91

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Norges Bank Oslo, Norway $1T AUM

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

Win Advisors's SUI Position: Q1 2023 in Review

Win Advisors sold out of Sun Communities (SUI) in Q1 2023, closing a stake of 98 shares — an estimated $14K sold.

Win Advisors first reported a position in SUI in Q3 2022 and held it in 2 quarters. The position peaked at $14K in Q4 2022. 504 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

Win Advisors reported no remaining Sun Communities position as of Q1 2023 after selling out during the quarter.
Win Advisors sold 98 Sun Communities shares in Q1 2023, an estimated $14K.
Win Advisors first reported a position in Sun Communities in Q3 2022 and held it in 2 quarters.
Win Advisors's Sun Communities position peaked at $14K in Q4 2022.
504 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.