Congress Asset Management’s Sunstone Hotel Investors SHO Stock Holding History

Congress Asset 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 Q4	–	Sell	-35,893	Closed	-$285K	–	359
2020 Q3	$285K	Hold	35,893	–	–	﹤0.01%	317
2020 Q2	$293K	Buy	35,893 +825	+2%	+$7.17K	﹤0.01%	303
2020 Q1	$305K	Hold	35,068	–	–	﹤0.01%	303
2019 Q4	$488K	Sell	35,068 -9,655	-22%	-$134K	0.01%	305
2019 Q3	$614K	Sell	44,723 -4,500	-9%	-$60.3K	0.01%	303
2019 Q2	$675K	Hold	49,223	–	–	0.01%	311
2019 Q1	$709K	Sell	49,223 -837	-2%	-$12K	0.01%	307
2018 Q4	$651K	Buy	50,060 +615	+1%	+$9.05K	0.01%	318
2018 Q3	$809K	Buy	49,445 +4,717	+11%	+$77.8K	0.01%	317
2018 Q2	$743K	Hold	44,728	–	–	0.01%	318
2018 Q1	$681K	Buy	44,728 +830	+2%	+$13K	0.01%	329
2017 Q4	$726K	Sell	43,898 -770	-2%	-$12.7K	0.01%	329
2017 Q3	$718K	Buy	+44,668	New	+$710K	0.01%	341

Other funds holding SHO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Congress Asset Management's SHO Position: Q4 2020 in Review

Congress Asset Management sold out of Sunstone Hotel Investors (SHO) in Q4 2020, closing a stake of 35,893 shares — an estimated $285K sold.

Congress Asset Management first reported a position in SHO in Q3 2017 and held it in 13 quarters. The position peaked at $809K in Q3 2018. 183 funds tracked by Wall St. Rank hold SHO as of Q4 2020.

Congress Asset Management reported no remaining Sunstone Hotel Investors position as of Q4 2020 after selling out during the quarter.
Congress Asset Management sold 35,893 Sunstone Hotel Investors shares in Q4 2020, an estimated $285K.
Congress Asset Management first reported a position in Sunstone Hotel Investors in Q3 2017 and held it in 13 quarters.
Congress Asset Management's Sunstone Hotel Investors position peaked at $809K in Q3 2018.
183 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2020.

Based on Congress Asset Management's 13F filing for Q4 2020, filed 26 Jan 2021.