BG
SOHO

Bollard Group’s Sotherly Hotels SOHO Stock Holding History

Bollard 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
2022
Q2 		– Sell
-13,679
Closed -$28K – 400
2022
Q1 		$28K Hold
13,679
– – ﹤0.01% 375
2021
Q4 		$29K Hold
13,679
– – ﹤0.01% 382
2021
Q3 		$35K Hold
13,679
– – ﹤0.01% 370
2021
Q2 		$41K Hold
13,679
– – ﹤0.01% 358
2021
Q1 		$48K Hold
13,679
– – ﹤0.01% 353
2020
Q4 		$34K Hold
13,679
– – ﹤0.01% 365
2020
Q3 		$25K Hold
13,679
– – ﹤0.01% 371
2020
Q2 		$34K Buy
+13,679
New +$31.8K ﹤0.01% 376

Other funds holding SOHO

TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return