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Bowling Portfolio Management’s Sunstone Hotel Investors SHO Stock Holding History

Bowling Portfolio Management’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
2020
Q1 		– Sell
-75,284
Closed -$1.05M – 379
2019
Q4 		$1.05M Buy
+75,284
New +$1.04M 0.18% 186
2019
Q3 		– Sell
-102,841
Closed -$1.41M – 375
2019
Q2 		$1.41M Buy
102,841
+6,557
+7% +$92.8K 0.23% 166
2019
Q1 		$1.39M Sell
96,284
-250
-0.3% -$3.6K 0.22% 156
2018
Q4 		$1.26M Sell
96,534
-1,020
-1% -$15K 0.22% 156
2018
Q3 		$1.6M Buy
+97,554
New +$1.61M 0.22% 159
2018
Q1 		– Sell
-94,495
Closed -$1.56M – 404
2017
Q4 		$1.56M Buy
94,495
+22,400
+31% +$371K 0.21% 175
2017
Q3 		$1.16M Buy
72,095
+10,786
+18% +$171K 0.17% 201
2017
Q2 		$988K Buy
+61,309
New +$966K 0.15% 206
2017
Q1 		– Sell
-32,543
Closed -$496K – 368
2016
Q4 		$496K Buy
32,543
+6,249
+24% +$87.1K 0.07% 238
2016
Q3 		$336K Buy
+26,294
New +$345K 0.05% 260

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bowling Portfolio Management's SHO Position: Q1 2020 in Review

Bowling Portfolio Management sold out of Sunstone Hotel Investors (SHO) in Q1 2020, closing a stake of 75,284 shares — an estimated $1.05M sold.

Bowling Portfolio Management first reported a position in SHO in Q3 2016 and held it in 10 quarters. The position peaked at $1.6M in Q3 2018. 202 funds tracked by Wall St. Rank hold SHO as of Q1 2020.

  • Bowling Portfolio Management reported no remaining Sunstone Hotel Investors position as of Q1 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 75,284 Sunstone Hotel Investors shares in Q1 2020, an estimated $1.05M.
  • Bowling Portfolio Management first reported a position in Sunstone Hotel Investors in Q3 2016 and held it in 10 quarters.
  • Bowling Portfolio Management's Sunstone Hotel Investors position peaked at $1.6M in Q3 2018.
  • 202 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2020.

Based on Bowling Portfolio Management's 13F filing for Q1 2020, filed 5 May 2020.