Barrow, Hanley, Mewhinney & Strauss
SHO icon

Barrow, Hanley, Mewhinney & Strauss’s Sunstone Hotel Investors SHO Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-962
Closed -$11.4K – 351
2024
Q4 		$11.4K Hold
962
– – ﹤0.01% 219
2024
Q3 		$9.93K Sell
962
-36
-4% -$368 ﹤0.01% 230
2024
Q2 		$10.4K Buy
+998
New +$10.3K ﹤0.01% 201
2020
Q2 		– Sell
-2,458
Closed -$21K – 383
2020
Q1 		$21K Buy
+2,458
New +$28.6K ﹤0.01% 326

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's SHO Position: Q1 2025 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Sunstone Hotel Investors (SHO) in Q1 2025, closing a stake of 962 shares — an estimated $11.4K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in SHO in Q1 2020 and held it in 4 quarters. The position peaked at $21K in Q1 2020. 237 funds tracked by Wall St. Rank hold SHO as of Q1 2025.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Sunstone Hotel Investors position as of Q1 2025 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 962 Sunstone Hotel Investors shares in Q1 2025, an estimated $11.4K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Sunstone Hotel Investors in Q1 2020 and held it in 4 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Sunstone Hotel Investors position peaked at $21K in Q1 2020.
  • 237 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2025.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2025, filed 12 May 2025.