CIM
SHO icon

Cambria Investment Management’s Sunstone Hotel Investors SHO Stock Holding History

Cambria Investment 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
2024
Q3 		– Sell
-29,413
Closed -$308K – 389
2024
Q2 		$308K Buy
29,413
+2,800
+11% +$29K 0.02% 312
2024
Q1 		$296K Buy
26,613
+1,940
+8% +$21.2K 0.02% 270
2023
Q4 		$265K Buy
+24,673
New +$243K 0.02% 252

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Cambria Investment Management's SHO Position: Q3 2024 in Review

Cambria Investment Management sold out of Sunstone Hotel Investors (SHO) in Q3 2024, closing a stake of 29,413 shares — an estimated $308K sold.

Cambria Investment Management first reported a position in SHO in Q4 2023 and held it in 3 quarters. The position peaked at $308K in Q2 2024. 233 funds tracked by Wall St. Rank hold SHO as of Q3 2024.

  • Cambria Investment Management reported no remaining Sunstone Hotel Investors position as of Q3 2024 after selling out during the quarter.
  • Cambria Investment Management sold 29,413 Sunstone Hotel Investors shares in Q3 2024, an estimated $308K.
  • Cambria Investment Management first reported a position in Sunstone Hotel Investors in Q4 2023 and held it in 3 quarters.
  • Cambria Investment Management's Sunstone Hotel Investors position peaked at $308K in Q2 2024.
  • 233 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2024.

Based on Cambria Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.