Number of Shares
78,900.00
Current Holdings Value*
$9.82 Mil
% of Portfolio
3.99%
Total Estimate Gain
$-566,473.00
% of Total Estimate Gain
-4.80%

SA Fidelity Institutional AM Real Estate Portfolio's Sun Communities Inc Holding Summary

As of 2025-04-30, SA Fidelity Institutional AM Real Estate Portfolio held 78,900.00 shares of Sun Communities Inc(SUI), totaling $9.82 Mil. This investment constitutes 3.99% of their stock portfolio, and SA Fidelity Institutional AM Real Estate Portfolio now holds 0.06% of the outstanding Sun Communities Inc(SUI) stock.

The initial trade took place in 2024Q1. And since then SA Fidelity Institutional AM Real Estate Portfolio has made 3 purchases of SUI, at an average price of $131.16, for a total of 90,000.00 shares. In addition, there have been 2 sales at an average price of $119.65 for 11,100.00 shares. Based on historical transaction data and SUI's current price of $125.60, SA Fidelity Institutional AM Real Estate Portfolio's estimated gain on his SUI holdings is $-566,473.00, reflecting a -4.80% gain to date.

SA Fidelity Institutional AM Real Estate Portfolio SUI ($125.60) Holding Chart

SA Fidelity Institutional AM Real Estate Portfolio SUI ($125.60) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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