Joel Greenblatt - Gotham Asset Management
Holding/activity history for Sun Communities, Inc. (SUI)
← All SUI superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 48,162 | 0.02 | Reduce 14.01% | <0.01 | $115.90–137.85 · VW $128.74i | $6,066,486 | SEC |
| 2025 Q4 | 56,010 | 0.03 | Add 33.58% | <0.01 | $118.56–131.50 · VW $125.77i | $6,940,199 | SEC |
| 2025 Q3 | 41,929 | 0.02 | Add 20.65% | <0.01 | $115.53–131.78 · VW $125.80i | $5,408,841 | SEC |
| 2025 Q2 | 34,753 | 0.03 | Reduce 2.29% | <0.01 | $109.22–133.19 · VW $124.20i | $4,395,907 | SEC |
| 2025 Q1 | 35,566 | 0.04 | Reduce 11.20% | <0.01 | $119.36–137.77 · VW $129.43i | $4,575,210 | SEC |
| 2024 Q4 | 40,050 | 0.05 | Reduce 11.67% | <0.01 | $119.00–140.49 · VW $127.78i | $4,924,949 | SEC |
| 2024 Q3 | 45,343 | 0.06 | Reduce 7.67% | <0.01 | $116.87–147.83 · VW $133.83i | $6,128,106 | SEC |
| 2024 Q2 | 49,109 | 0.08 | Add 26.41% | 0.02 | $110.98–128.49 · VW $117.60i | $5,909,777 | SEC |
| 2024 Q1 | 38,849 | 0.08 | Add 10.74% | <0.01 | $122.11–136.61 · VW $129.64i | $4,995,204 | SEC |
| 2023 Q4 | 35,082 | 0.09 | Reduce 5.98% | <0.01 | $102.74–137.45 · VW $119.18i | $4,688,709 | SEC |
| 2023 Q3 | 37,314 | 0.09 | Add 13.54% | 0.01 | $117.20–141.52 · VW $125.91i | $4,415,739 | SEC |
| 2023 Q2 | 32,865 | 0.09 | Add 94.34% | 0.05 | $124.20–143.99 · VW $132.75i | $4,287,568 | SEC |
| 2023 Q1 | 16,911 | 0.06 | Add 56.83% | 0.02 | $128.91–163.83 · VW $145.57i | $2,382,422 | SEC |
| 2022 Q4 | 10,783 | 0.04 | Add 27.10% | <0.01 | $117.63–149.89 · VW $136.93i | $1,541,969 | SEC |
| 2022 Q3 | 8,484 | 0.03 | Add 41.90% | 0.01 | $133.63–172.67 · VW $153.26i | $1,148,000 | SEC |
| 2022 Q2 | 5,979 | 0.03 | Add 24.87% | <0.01 | $148.64–193.67 · VW $169.06i | $953,000 | SEC |
| 2022 Q1 | 4,788 | 0.03 | Add 52.39% | <0.01 | $170.01–210.48 · VW $183.06i | $839,000 | SEC |
| 2021 Q4 | 3,142 | 0.02 | Add 79.44% | <0.01 | $183.84–211.79 · VW $197.08i | $660,000 | SEC |
| 2021 Q3 | 1,751 | 0.01 | Buy | 0.01 | $170.59–209.98 · VW $193.43i | $324,000 | SEC |
| 2020 Q4 | 0 | 0.00 | Sell 100.00% | 0.01 | $135.01–153.00 · VW $144.20i | SEC | |
| 2020 Q3 | 2,210 | 0.01 | Reduce 8.15% | <0.01 | $132.73–152.25 · VW $144.58i | $311,000 | SEC |
| 2020 Q2 | 2,406 | <0.01 | Reduce 26.67% | <0.01 | $105.36–149.66 · VW $132.42i | $326,000 | SEC |
| 2020 Q1 | 3,281 | 0.01 | Add 9.99% | <0.01 | $95.34–173.98 · VW $143.67i | $410,000 | SEC |
| 2019 Q4 | 2,983 | <0.01 | Reduce 3.02% | <0.01 | $146.36–166.32 · VW $157.30i | $448,000 | SEC |
| 2019 Q3 | 3,076 | <0.01 | Reduce 10.22% | <0.01 | $127.16–151.88 · VW $140.91i | $457,000 | SEC |
| 2019 Q2 | 3,426 | <0.01 | Add 20.63% | <0.01 | $115.15–131.00 · VW $124.75i | $439,000 | SEC |
| 2019 Q1 | 2,840 | <0.01 | Buy | <0.01 | $97.49–121.28 · VW $112.45i | $337,000 | SEC |
Price snapshot:
Current price$120.80
Avg. buy price$131.56
+/- since buy-8.18%
52-week low$111.60
52-week high$135.36