Yorktown Management & Research Company’s Sun Communities SUI Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-2,400	Closed	-$309K	–	237
2024 Q1	$309K	Hold	2,400	–	–	0.29%	163
2023 Q4	$321K	Buy	+2,400	New	+$289K	0.33%	154
2023 Q1	–	Sell	-2,400	Closed	-$343K	–	213
2022 Q4	$343K	Buy	+2,400	New	+$328K	0.42%	111

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Yorktown Management & Research Company's SUI Position: Q2 2024 in Review

Yorktown Management & Research Company sold out of Sun Communities (SUI) in Q2 2024, closing a stake of 2,400 shares — an estimated $309K sold.

Yorktown Management & Research Company first reported a position in SUI in Q4 2022 and held it in 3 quarters. The position peaked at $343K in Q4 2022. 507 funds tracked by Wall St. Rank hold SUI as of Q2 2024.

Yorktown Management & Research Company reported no remaining Sun Communities position as of Q2 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 2,400 Sun Communities shares in Q2 2024, an estimated $309K.
Yorktown Management & Research Company first reported a position in Sun Communities in Q4 2022 and held it in 3 quarters.
Yorktown Management & Research Company's Sun Communities position peaked at $343K in Q4 2022.
507 funds tracked by Wall St. Rank held Sun Communities as of Q2 2024.

Based on Yorktown Management & Research Company's 13F filing for Q2 2024, filed 30 Jul 2024.