Ellevest, Inc. Sun Communities Inc Transaction History

Ellevest, Inc.

$1.8 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	SELL	$118.34 - $141.17 $12,780 - $15,246	-108 Reduced 5.54%	1,843 $218,000
Q2 2023 Aug 09, 2023	SELL	$125.13 - $141.8 $7,758 - $8,791	-62 Reduced 3.08%	1,951 $254,000
Q1 2023 May 04, 2023	BUY	$129.45 - $163.01 $21,877 - $27,548	169 Added 9.16%	2,013 $283,000
Q4 2022 Feb 03, 2023	BUY	$118.38 - $147.09 $27,227 - $33,830	230 Added 14.25%	1,844 $263,000
Q3 2022 Nov 02, 2022	BUY	$134.09 - $171.69 $58,329 - $74,685	435 Added 36.9%	1,614 $218,000
Q2 2022 Jul 18, 2022	SELL	$150.91 - $191.53 $65,947 - $83,698	-437 Reduced 27.04%	1,179 $188,000
Q1 2022 Apr 19, 2022	BUY	$170.97 - $207.64 $67,533 - $82,017	395 Added 32.35%	1,616 $283,000
Q4 2021 Jan 24, 2022	BUY	$185.36 - $210.41 $40,964 - $46,500	221 Added 22.1%	1,221 $256,000
Q3 2021 Oct 19, 2021	BUY	$171.83 - $209.33 $130,934 - $159,509	762 Added 320.17%	1,000 $185,000
Q2 2021 Jul 13, 2021	SELL	$152.43 - $177.6 $30,638 - $35,697	-201 Reduced 45.79%	238 $41,000
Q1 2021 May 03, 2021	BUY	$139.0 - $155.6 $21,406 - $23,962	154 Added 54.04%	439 $66,000
Q4 2020 Feb 04, 2021	SELL	$135.5 - $151.95 $31,300 - $35,100	-231 Reduced 44.77%	285 $43,000
Q3 2020 Oct 26, 2020	BUY	$132.98 - $151.15 $67,021 - $76,179	504 Added 4200.0%	516 $73,000
Q2 2020 Jul 06, 2020	BUY	$106.75 - $147.74 $1,281 - $1,772	12 New	12 $2,000

Others Institutions Holding SUI

# of Institutions

550

Shares Held

110M

Call Options Held

365K

Put Options Held

120K

About SUN COMMUNITIES INC

Ticker SUI
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 123,890,000
Market Cap $14.9B
Description
Sun Communities, Inc. is a REIT that, as of March 31, 2022, owned, operated, or had an interest in a portfolio of 603 developed MH, RV and marina properties comprising nearly 159,300 developed sites and over 45,700 wet slips and dry storage spaces in 39 states, Canada, Puerto Rico and the UK.

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