Berman Capital Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Berman Capital Advisors’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
2021 Q3	$7K	Sell	669 -130	-16%	-$1.51K	﹤0.01%	1335
2021 Q2	$9K	Buy	799 +277	+53%	+$3.53K	﹤0.01%	1174
2021 Q1	$6K	Buy	522 +83	+19%	+$991	﹤0.01%	1228
2020 Q4	$4K	Sell	439 -11,071	-96%	-$106K	﹤0.01%	1241
2020 Q3	$91K	Buy	11,510 +97	+0.8%	+$769	0.03%	243
2020 Q2	$92K	Sell	11,413 -56	-0.5%	-$486	0.02%	234
2020 Q1	$99K	Buy	11,469 +876	+8%	+$10.2K	0.03%	196
2019 Q4	$147K	Buy	10,593 +39	+0.4%	+$541	0.04%	172
2019 Q3	$145K	Buy	10,554 +39	+0.4%	+$523	0.05%	165
2019 Q2	$144K	Buy	+10,515	New	+$149K	0.05%	166

Other funds holding SHO

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

Berman Capital Advisors reduced its Sunstone Hotel Investors (SHO) stake by 16% in Q3 2021, selling an estimated $1.51K and leaving 669 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Berman Capital Advisors first reported a position in SHO in Q2 2019 and has held it in 10 quarters since. The position peaked at $147K in Q4 2019. 208 funds tracked by Wall St. Rank hold SHO as of Q3 2021.

Berman Capital Advisors held 669 shares of Sunstone Hotel Investors worth $7K as of Q3 2021.
Berman Capital Advisors sold 130 Sunstone Hotel Investors shares in Q3 2021, an estimated $1.51K.
Sunstone Hotel Investors made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1335 holding.
Berman Capital Advisors first reported a position in Sunstone Hotel Investors in Q2 2019 and has held it in 10 quarters since.
Berman Capital Advisors's Sunstone Hotel Investors position peaked at $147K in Q4 2019.
208 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2021.

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