Zeke Capital Advisors’s Sun Communities SUI Stock Holding History

Zeke Capital 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
2022 Q4	–	Sell	-2,147	Closed	-$291K	–	533
2022 Q3	$291K	Buy	+2,147	New	+$340K	0.02%	320
2019 Q4	–	Sell	-1,642	Closed	-$244K	–	569
2019 Q3	$244K	Hold	1,642	–	–	0.02%	485
2019 Q2	$210K	Buy	+1,642	New	+$204K	0.02%	537
2019 Q1	–	Sell	-2,574	Closed	-$262K	–	585
2018 Q4	$262K	Sell	2,574 -10,060	-80%	-$1.02M	0.03%	463
2018 Q3	$1.28M	Buy	+12,634	New	+$1.26M	0.11%	184

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

Zeke Capital Advisors's SUI Position: Q4 2022 in Review

Zeke Capital Advisors sold out of Sun Communities (SUI) in Q4 2022, closing a stake of 2,147 shares — an estimated $291K sold.

Zeke Capital Advisors first reported a position in SUI in Q3 2018 and held it in 5 quarters. The position peaked at $1.28M in Q3 2018. 511 funds tracked by Wall St. Rank hold SUI as of Q4 2022.

Zeke Capital Advisors reported no remaining Sun Communities position as of Q4 2022 after selling out during the quarter.
Zeke Capital Advisors sold 2,147 Sun Communities shares in Q4 2022, an estimated $291K.
Zeke Capital Advisors first reported a position in Sun Communities in Q3 2018 and held it in 5 quarters.
Zeke Capital Advisors's Sun Communities position peaked at $1.28M in Q3 2018.
511 funds tracked by Wall St. Rank held Sun Communities as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.