Better Money Decisions’s Sunstone Hotel Investors SHO Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-1,215	Closed	-$12K	–	370
2022 Q2	$12K	Buy	+1,215	New	+$13.9K	0.01%	295
2021 Q4	–	Sell	-1,215	Closed	-$15K	–	478
2021 Q3	$15K	Hold	1,215	–	–	0.01%	327
2021 Q2	$15K	Hold	1,215	–	–	0.01%	314
2021 Q1	$15K	Buy	+1,215	New	+$14.5K	0.02%	270

Other funds holding SHO

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Better Money Decisions's SHO Position: Q3 2022 in Review

Better Money Decisions sold out of Sunstone Hotel Investors (SHO) in Q3 2022, closing a stake of 1,215 shares — an estimated $12K sold.

Better Money Decisions first reported a position in SHO in Q1 2021 and held it in 4 quarters. The position peaked at $15K in Q3 2021. 238 funds tracked by Wall St. Rank hold SHO as of Q3 2022.

Better Money Decisions reported no remaining Sunstone Hotel Investors position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 1,215 Sunstone Hotel Investors shares in Q3 2022, an estimated $12K.
Better Money Decisions first reported a position in Sunstone Hotel Investors in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Sunstone Hotel Investors position peaked at $15K in Q3 2021.
238 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.