Zimmer Partners’s Sun Communities SUI Stock Holding History

Zimmer 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
2024 Q4	–	Sell	-37,500	Closed	-$5.07M	–	179
2024 Q3	$5.07M	Buy	+37,500	New	+$4.93M	0.09%	109
2023 Q4	–	Sell	-232,000	Closed	-$27.5M	–	142
2023 Q3	$27.5M	Buy	+232,000	New	+$29.4M	0.71%	31
2021 Q1	–	Sell	-87,500	Closed	-$13.3M	–	194
2020 Q4	$13.3M	Buy	+87,500	New	+$12.7M	0.2%	69
2020 Q2	–	Sell	-287,500	Closed	-$35.9M	–	127
2020 Q1	$35.9M	Buy	+287,500	New	+$43.4M	0.8%	31
2019 Q1	–	Sell	-532,000	Closed	-$54.1M	–	85
2018 Q4	$54.1M	Sell	532,000 -43,000	-7%	-$4.38M	0.75%	35
2018 Q3	$58.4M	Buy	+575,000	New	+$57.4M	0.77%	31
2016 Q4	–	Sell	-650,000	Closed	-$51M	–	82
2016 Q3	$51M	Buy	+650,000	New	+$50.4M	1.37%	22

Other funds holding SUI

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Zimmer Partners's SUI Position: Q4 2024 in Review

Zimmer Partners sold out of Sun Communities (SUI) in Q4 2024, closing a stake of 37,500 shares — an estimated $5.07M sold.

Zimmer Partners first reported a position in SUI in Q3 2016 and held it in 7 quarters. The position peaked at $58.4M in Q3 2018. 475 funds tracked by Wall St. Rank hold SUI as of Q4 2024.

Zimmer Partners reported no remaining Sun Communities position as of Q4 2024 after selling out during the quarter.
Zimmer Partners sold 37,500 Sun Communities shares in Q4 2024, an estimated $5.07M.
Zimmer Partners first reported a position in Sun Communities in Q3 2016 and held it in 7 quarters.
Zimmer Partners's Sun Communities position peaked at $58.4M in Q3 2018.
475 funds tracked by Wall St. Rank held Sun Communities as of Q4 2024.

Based on Zimmer Partners's 13F filing for Q4 2024, filed 14 Feb 2025.