Formidable Asset Management, LLC Sun Communities Inc Transaction History

Formidable Asset Management, LLC

$609 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	SELL	$111.32 - $128.2 $69,908 - $80,509	-628 Reduced 8.52%	6,743 $811,000
Q1 2024 May 15, 2024	BUY	$123.35 - $135.95 $121,376 - $133,774	984 Added 15.41%	7,371 $947,000
Q4 2023 Feb 07, 2024	BUY	$102.97 - $136.22 $178,755 - $236,477	1,736 Added 37.33%	6,387 $853,000
Q3 2023 Nov 09, 2023	SELL	$118.34 - $141.17 $80,116 - $95,572	-677 Reduced 12.71%	4,651 $550,000
Q2 2023 Aug 15, 2023	BUY	$125.13 - $141.8 $48,550 - $55,018	388 Added 7.85%	5,328 $695,000
Q1 2023 May 09, 2023	BUY	$129.45 - $163.01 $17,475 - $22,006	135 Added 2.81%	4,940 $696,000
Q4 2022 Feb 07, 2023	BUY	$118.38 - $147.09 $74,579 - $92,666	630 Added 15.09%	4,805 $687,000
Q3 2022 Nov 14, 2022	BUY	$134.09 - $171.69 $10,324 - $13,220	77 Added 1.88%	4,175 $564,000
Q2 2022 Aug 16, 2022	BUY	$150.91 - $191.53 $304,536 - $386,507	2,018 Added 97.02%	4,098 $652,000
Q1 2022 May 04, 2022	BUY	$170.97 - $207.64 $355,617 - $431,891	2,080 New	2,080 $365,000

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.

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Formidable Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Formidable Asset Management, LLC with notifications on news.