Baird Financial Group
SOHO

Baird Financial Group’s Sotherly Hotels SOHO Stock Holding History

Baird Financial Group’s Portfolio SOHO Stock Details SOHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-13,150
Closed -$88K – 1548
2019
Q3 		$88K Buy
13,150
+740
+6% +$5.08K ﹤0.01% 1483
2019
Q2 		$86K Buy
+12,410
New +$87.5K ﹤0.01% 1506
2019
Q1 		– Sell
-78,260
Closed -$439K – 1326
2018
Q4 		$439K Sell
78,260
-10,486
-12% -$70.3K ﹤0.01% 1023
2018
Q3 		$632K Sell
88,746
-19,786
-18% -$141K ﹤0.01% 974
2018
Q2 		$758K Buy
108,532
+25
+0% +$170 0.01% 899
2018
Q1 		$751K Sell
108,507
-26,286
-20% -$164K 0.01% 903
2017
Q4 		$869K Sell
134,793
-1,795
-1% -$11.5K 0.01% 857
2017
Q3 		$805K Sell
136,588
-4,665
-3% -$29.1K 0.01% 861
2017
Q2 		$958K Sell
141,253
-2,321
-2% -$14.9K 0.01% 796
2017
Q1 		$919K Sell
143,574
-6,330
-4% -$43.7K 0.01% 804
2016
Q4 		$1.02M Sell
149,904
-2,462
-2% -$13.6K 0.01% 757
2016
Q3 		$804K Sell
152,366
-6,157
-4% -$35.7K 0.01% 813
2016
Q2 		$894K Sell
158,523
-1,906
-1% -$9.98K 0.01% 768
2016
Q1 		$825K Sell
160,429
-1,992
-1% -$10.7K 0.01% 772
2015
Q4 		$1M Sell
162,421
-10,291
-6% -$64.6K 0.01% 695
2015
Q3 		$1.17M Sell
172,712
-11,606
-6% -$80.6K 0.01% 657
2015
Q2 		$1.3M Buy
+184,318
New +$1.47M 0.01% 668

Other funds holding SOHO

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return