Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Cambridge Investment Research 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
2023
Q4 		– Sell
-36,546
Closed -$342K – 3293
2023
Q3 		$342K Buy
+36,546
New +$345K ﹤0.01% 2403

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Tarsadia Capital New York $5.64M AUM 15.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cambridge Investment Research Advisors's SHO Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Sunstone Hotel Investors (SHO) in Q4 2023, closing a stake of 36,546 shares — an estimated $342K sold.

Cambridge Investment Research Advisors first reported a position in SHO in Q3 2023 and held it in 1 quarter. The position peaked at $342K in Q3 2023. 233 funds tracked by Wall St. Rank hold SHO as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining Sunstone Hotel Investors position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 36,546 Sunstone Hotel Investors shares in Q4 2023, an estimated $342K.
  • Cambridge Investment Research Advisors first reported a position in Sunstone Hotel Investors in Q3 2023 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Sunstone Hotel Investors position peaked at $342K in Q3 2023.
  • 233 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.