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Winch Advisory Services’s Sun Communities SUI Stock Holding History

Winch Advisory Services’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
2025
Q1 		– Sell
-39
Closed -$4.8K – 541
2024
Q4 		$4.8K Buy
+39
New +$4.99K ﹤0.01% 369
2020
Q1 		– Sell
-17
Closed -$3K – 380
2019
Q4 		$3K Hold
17
– – ﹤0.01% 306
2019
Q3 		$3K Hold
17
– – ﹤0.01% 283
2019
Q2 		$2K Buy
+17
New +$2.11K ﹤0.01% 382

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Winch Advisory Services's SUI Position: Q1 2025 in Review

Winch Advisory Services sold out of Sun Communities (SUI) in Q1 2025, closing a stake of 39 shares — an estimated $4.8K sold.

Winch Advisory Services first reported a position in SUI in Q2 2019 and held it in 4 quarters. The position peaked at $4.8K in Q4 2024. 497 funds tracked by Wall St. Rank hold SUI as of Q1 2025.

  • Winch Advisory Services reported no remaining Sun Communities position as of Q1 2025 after selling out during the quarter.
  • Winch Advisory Services sold 39 Sun Communities shares in Q1 2025, an estimated $4.8K.
  • Winch Advisory Services first reported a position in Sun Communities in Q2 2019 and held it in 4 quarters.
  • Winch Advisory Services's Sun Communities position peaked at $4.8K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held Sun Communities as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.