WAM
SUI icon

Wolverine Asset Management’s Sun Communities SUI Stock Holding History

Wolverine Asset Management’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
2024
Q3 		– Sell
-4,972
Closed -$598K – 1784
2024
Q2 		$598K Buy
+4,972
New +$591K 0.01% 800
2023
Q4 		– Sell
-11,601
Closed -$1.37M – 1991
2023
Q3 		$1.37M Buy
11,601
+10,625
+1,089% +$1.35M 0.02% 639
2023
Q2 		$127K Buy
+976
New +$131K ﹤0.01% 1049
2023
Q1 		– Sell
-666
Closed -$95.2K – 2077
2022
Q4 		$95.2K Sell
666
-7,089
-91% -$968K ﹤0.01% 1283
2022
Q3 		$1.05M Buy
7,755
+7,048
+997% +$1.11M 0.01% 765
2022
Q2 		$112K Sell
707
-8,431
-92% -$1.41M ﹤0.01% 1360
2022
Q1 		$1.6M Buy
+9,138
New +$1.7M 0.02% 580
2021
Q3 		– Sell
-967
Closed -$165K – 2338
2021
Q2 		$165K Buy
+967
New +$160K ﹤0.01% 1320
2020
Q1 		– Sell
-174
Closed -$26K – 1681
2019
Q4 		$26K Buy
+174
New +$27.1K ﹤0.01% 1228
2019
Q2 		– Sell
-8,023
Closed -$950K – 1588
2019
Q1 		$950K Buy
+8,023
New +$892K 0.01% 674
2018
Q4 		– Sell
-5,622
Closed -$570K – 1750
2018
Q3 		$570K Buy
+5,622
New +$561K 0.01% 984
2017
Q4 		– Sell
-2,591
Closed -$221K – 1589
2017
Q3 		$221K Buy
2,591
+707
+38% +$62.5K ﹤0.01% 973
2017
Q2 		$165K Buy
+1,884
New +$162K ﹤0.01% 975
2016
Q3 		– Sell
-4,753
Closed -$364K – 1337
2016
Q2 		$364K Sell
4,753
-2,967
-38% -$209K 0.01% 772
2016
Q1 		$552K Buy
7,720
+5,612
+266% +$378K 0.02% 504
2015
Q4 		$144K Buy
+2,108
New +$142K ﹤0.01% 926
2015
Q3 		– Sell
-3,542
Closed -$219K – 1974
2015
Q2 		$219K Buy
3,542
+2,119
+149% +$134K 0.01% 875
2015
Q1 		$94K Buy
+1,423
New +$95.6K ﹤0.01% 1090

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wolverine Asset Management's SUI Position: Q3 2024 in Review

Wolverine Asset Management sold out of Sun Communities (SUI) in Q3 2024, closing a stake of 4,972 shares — an estimated $598K sold.

Wolverine Asset Management first reported a position in SUI in Q1 2015 and held it in 18 quarters. The position peaked at $1.6M in Q1 2022. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

  • Wolverine Asset Management reported no remaining Sun Communities position as of Q3 2024 after selling out during the quarter.
  • Wolverine Asset Management sold 4,972 Sun Communities shares in Q3 2024, an estimated $598K.
  • Wolverine Asset Management first reported a position in Sun Communities in Q1 2015 and held it in 18 quarters.
  • Wolverine Asset Management's Sun Communities position peaked at $1.6M in Q1 2022.
  • 516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on Wolverine Asset Management's 13F filing for Q3 2024, filed 4 Nov 2024.