YorkBridge Wealth Partners’s Sun Communities SUI Stock Holding History

YorkBridge Wealth Partners’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 Q4	$249K	Sell	1,739 -161	-8%	-$22K	0.06%	219
2022 Q3	$257K	Sell	1,900 -85	-4%	-$13.4K	0.07%	227
2022 Q2	$316K	Sell	1,985 -10	-0.5%	-$1.68K	0.08%	182
2022 Q1	$350K	Sell	1,995 -163	-8%	-$30.3K	0.08%	203
2021 Q4	$453K	Buy	2,158 +65	+3%	+$12.8K	0.1%	160
2021 Q3	$387K	Buy	2,093 +181	+9%	+$34.9K	0.1%	171
2021 Q2	$328K	Buy	1,912 +28	+1%	+$4.64K	0.09%	190
2021 Q1	$283K	Buy	+1,884	New	+$278K	0.08%	208

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

YorkBridge Wealth Partners's SUI Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Sun Communities (SUI) stake by 8.5% in Q4 2022, selling an estimated $22K and leaving 1,739 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #219.

YorkBridge Wealth Partners first reported a position in SUI in Q1 2021 and has held it in 8 quarters since. The position peaked at $453K in Q4 2021. 510 funds tracked by Wall St. Rank hold SUI as of Q4 2022.

YorkBridge Wealth Partners held 1,739 shares of Sun Communities worth $249K as of Q4 2022.
YorkBridge Wealth Partners sold 161 Sun Communities shares in Q4 2022, an estimated $22K.
Sun Communities made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #219 holding.
YorkBridge Wealth Partners first reported a position in Sun Communities in Q1 2021 and has held it in 8 quarters since.
YorkBridge Wealth Partners's Sun Communities position peaked at $453K in Q4 2021.
510 funds tracked by Wall St. Rank held Sun Communities as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.