Zullo Investment Group’s Sun Communities SUI Stock Holding History

Zullo Investment Group’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
2023 Q1	–	Sell	-1,100	Closed	-$157K	–	641
2022 Q4	$157K	Hold	1,100	–	–	0.1%	154
2022 Q3	$149K	Hold	1,100	–	–	0.1%	156
2022 Q2	$175K	Hold	1,100	–	–	0.11%	152
2022 Q1	$193K	Hold	1,100	–	–	0.1%	156
2021 Q4	$231K	Buy	+1,100	New	+$217K	0.12%	146

Other funds holding SUI

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Zullo Investment Group's SUI Position: Q1 2023 in Review

Zullo Investment Group sold out of Sun Communities (SUI) in Q1 2023, closing a stake of 1,100 shares — an estimated $157K sold.

Zullo Investment Group first reported a position in SUI in Q4 2021 and held it in 5 quarters. The position peaked at $231K in Q4 2021. 504 funds tracked by Wall St. Rank hold SUI as of Q1 2023.

Zullo Investment Group reported no remaining Sun Communities position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 1,100 Sun Communities shares in Q1 2023, an estimated $157K.
Zullo Investment Group first reported a position in Sun Communities in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Sun Communities position peaked at $231K in Q4 2021.
504 funds tracked by Wall St. Rank held Sun Communities as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.