Sun Communities shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Sun Communities (SUI) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Sun Communities
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All positions including Sun Communities held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $531k | 4.5k | 118.35 |
2023-06-30 | $540k | 4.1k | 130.47 |
2023-03-31 | $607k | 4.3k | 140.88 |
2022-12-31 | $600k | 4.2k | 143.00 |
2022-09-30 | $618k | 4.6k | 135.41 |
2022-06-30 | $725k | 4.5k | 159.38 |
2022-03-31 | $821k | 4.7k | 175.28 |
2021-12-31 | $1.0M | 4.9k | 209.87 |
2021-09-30 | $913k | 4.9k | 185.16 |
2021-06-30 | $856k | 5.0k | 171.41 |
2021-03-31 | $762k | 5.1k | 150.06 |
2020-12-31 | $574k | 3.8k | 151.93 |
2020-09-30 | $606k | 4.3k | 140.73 |
2020-06-30 | $581k | 4.3k | 135.59 |
2020-03-31 | $435k | 3.5k | 124.78 |
2019-12-31 | $511k | 3.2k | 162.12 |
2019-09-30 | $490k | 3.2k | 154.53 |
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