Zions Bancorporation’s Sun Communities SUI Stock Holding History

Zions Bancorporation’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	-15	Closed	-$1.8K	–	924
2024 Q2	$1.8K	Buy	+15	New	+$1.78K	﹤0.01%	860
2023 Q4	–	Sell	-20	Closed	-$2.37K	–	921
2023 Q3	$2.37K	Sell	20 -13	-39%	-$1.65K	﹤0.01%	799
2023 Q2	$4.3K	Hold	33	–	–	﹤0.01%	750
2023 Q1	$4.65K	Sell	33 -10	-23%	-$1.46K	﹤0.01%	747
2022 Q4	$6.15K	Buy	43 +10	+30%	+$1.37K	﹤0.01%	819
2022 Q3	$4K	Hold	33	–	–	﹤0.01%	818
2022 Q2	$5K	Hold	33	–	–	﹤0.01%	863
2022 Q1	$6K	Hold	33	–	–	﹤0.01%	929
2021 Q4	$7K	Sell	33 -2	-6%	-$394	﹤0.01%	807
2021 Q3	$6K	Buy	35 +2	+6%	+$386	﹤0.01%	806
2021 Q2	$6K	Hold	33	–	–	﹤0.01%	809
2021 Q1	$5K	Hold	33	–	–	﹤0.01%	812
2020 Q4	$5K	Hold	33	–	–	﹤0.01%	792
2020 Q3	$5K	Hold	33	–	–	﹤0.01%	826
2020 Q2	$4K	Buy	+33	New	+$4.38K	﹤0.01%	787

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

Norges Bank Oslo, Norway $935B AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Zions Bancorporation's SUI Position: Q3 2024 in Review

Zions Bancorporation sold out of Sun Communities (SUI) in Q3 2024, closing a stake of 15 shares — an estimated $1.8K sold.

Zions Bancorporation first reported a position in SUI in Q2 2020 and held it in 15 quarters. The position peaked at $7K in Q4 2021. 516 funds tracked by Wall St. Rank hold SUI as of Q3 2024.

Zions Bancorporation reported no remaining Sun Communities position as of Q3 2024 after selling out during the quarter.
Zions Bancorporation sold 15 Sun Communities shares in Q3 2024, an estimated $1.8K.
Zions Bancorporation first reported a position in Sun Communities in Q2 2020 and held it in 15 quarters.
Zions Bancorporation's Sun Communities position peaked at $7K in Q4 2021.
516 funds tracked by Wall St. Rank held Sun Communities as of Q3 2024.

Based on Zions Bancorporation's 13F filing for Q3 2024, filed 6 Nov 2024.