Ownership history in Lee Financial Co · 36 quarters on record
This page tracks every 13F SEC filing in which Lee Financial Co reported a position in SUN CMNTYS INC (SUI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 2,506 | +4 | +0.2% | 0.04% | $323K | $127.93 |
| 2025 Q2 | UNCHANGED | 2,502 | — | 0% | 0.05% | $317K | $124.43 |
| 2025 Q1 | UNCHANGED | 2,502 | — | 0% | 0.05% | $322K | $121.47 |
| 2024 Q4 | REDUCED | 2,502 | -3,775 | -60.1% | 0.04% | $308K | $115.28 |
| 2024 Q3 | ADDED | 6,277 | +40 | +0.6% | 0.12% | $848K | $125.72 |
| 2024 Q2 | UNCHANGED | 6,237 | — | 0% | 0.12% | $751K | $111.17 |
| 2024 Q1 | UNCHANGED | 6,237 | — | 0% | 0.13% | $802K | $117.85 |
| 2023 Q4 | UNCHANGED | 6,237 | — | 0% | 0.15% | $834K | $121.58 |
| 2023 Q3 | ADDED | 6,237 | +1,600 | +34.5% | 0.14% | $738K | $106.91 |
| 2023 Q2 | UNCHANGED | 4,637 | — | 0% | 0.11% | $605K | $116.94 |
As of 2025 Q4 — sorted by position size