Mount Yale Investment Advisors, LLC Sun Communities Inc Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$102.97 - $136.22 $125,417 - $165,915	-1,218 Reduced 27.15%	3,268 $436,000
Q3 2023 Oct 11, 2023	BUY	$118.34 - $141.17 $40,827 - $48,703	345 Added 8.33%	4,486 $530,000
Q2 2023 Aug 14, 2023	SELL	$125.13 - $141.8 $20,896 - $23,680	-167 Reduced 3.88%	4,141 $540,000
Q1 2023 May 11, 2023	BUY	$129.45 - $163.01 $14,886 - $18,746	115 Added 2.74%	4,308 $606,000
Q4 2022 Feb 13, 2023	SELL	$118.38 - $147.09 $43,918 - $54,570	-371 Reduced 8.13%	4,193 $599,000
Q3 2022 Nov 07, 2022	BUY	$134.09 - $171.69 $2,011 - $2,575	15 Added 0.33%	4,564 $618,000
Q2 2022 Aug 02, 2022	SELL	$150.91 - $191.53 $20,372 - $25,856	-135 Reduced 2.88%	4,549 $725,000
Q1 2022 May 03, 2022	SELL	$170.97 - $207.64 $40,690 - $49,418	-238 Reduced 4.84%	4,684 $821,000
Q4 2021 Feb 02, 2022	SELL	$185.36 - $210.41 $1,668 - $1,893	-9 Reduced 0.18%	4,922 $1.03 Million
Q3 2021 Nov 02, 2021	SELL	$171.83 - $209.33 $10,825 - $13,187	-63 Reduced 1.26%	4,931 $913,000
Q2 2021 Aug 04, 2021	SELL	$152.43 - $177.6 $12,804 - $14,918	-84 Reduced 1.65%	4,994 $856,000
Q1 2021 May 04, 2021	BUY	$139.0 - $155.6 $180,700 - $202,280	1,300 Added 34.41%	5,078 $762,000
Q4 2020 Feb 12, 2021	SELL	$135.5 - $151.95 $71,544 - $80,229	-528 Reduced 12.26%	3,778 $574,000
Q3 2020 Nov 16, 2020	BUY	$132.98 - $151.15 $2,792 - $3,174	21 Added 0.49%	4,306 $606,000
Q2 2020 Jul 09, 2020	BUY	$106.75 - $147.74 $85,293 - $118,044	799 Added 22.92%	4,285 $581,000
Q1 2020 May 04, 2020	BUY	$101.94 - $172.66 $34,047 - $57,668	334 Added 10.6%	3,486 $435,000
Q4 2019 Feb 13, 2020	SELL	$147.7 - $165.29 $2,806 - $3,140	-19 Reduced 0.6%	3,152 $511,000
Q3 2019 Nov 14, 2019	BUY	$129.53 - $151.29 $410,739 - $479,740	3,171 New	3,171 $490,000

Others Institutions Holding SUI

# of Institutions

550

Shares Held

110M

Call Options Held

365K

Put Options Held

120K

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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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