Berman Capital Advisors’s Summit Hotel Properties INN Stock Holding History

Berman Capital Advisors’s Portfolio INN Stock Details INN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$12K	Sell	1,303 -1,235	-49%	-$11.3K	﹤0.01%	1125
2021 Q2	$23K	Buy	2,538 +1,773	+232%	+$17.5K	﹤0.01%	856
2021 Q1	$7K	Buy	765 +99	+15%	+$957	﹤0.01%	1157
2020 Q4	$6K	Hold	666	–	–	﹤0.01%	1089
2020 Q3	$3K	Hold	666	–	–	﹤0.01%	1200
2020 Q2	$3K	Buy	666 +295	+80%	+$1.66K	﹤0.01%	1146
2020 Q1	$1K	Buy	+371	New	+$3.49K	﹤0.01%	1311

Other funds holding INN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's INN Position: Q3 2021 in Review

Berman Capital Advisors reduced its Summit Hotel Properties (INN) stake by 49% in Q3 2021, selling an estimated $11.3K and leaving 1,303 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Berman Capital Advisors first reported a position in INN in Q1 2020 and has held it in 7 quarters since. The position peaked at $23K in Q2 2021. 213 funds tracked by Wall St. Rank hold INN as of Q3 2021.

Berman Capital Advisors held 1,303 shares of Summit Hotel Properties worth $12K as of Q3 2021.
Berman Capital Advisors sold 1,235 Summit Hotel Properties shares in Q3 2021, an estimated $11.3K.
Summit Hotel Properties made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1125 holding.
Berman Capital Advisors first reported a position in Summit Hotel Properties in Q1 2020 and has held it in 7 quarters since.
Berman Capital Advisors's Summit Hotel Properties position peaked at $23K in Q2 2021.
213 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.