Convergence Investment Partners’s Sunstone Hotel Investors SHO Stock Holding History

Convergence Investment Partners’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	-62,058	Closed	-$864K	–	258
2019 Q4	$864K	Sell	62,058 -14,916	-19%	-$207K	0.25%	151
2019 Q3	$1.06M	Buy	76,974 +63,122	+456%	+$847K	0.29%	130
2019 Q2	$190K	Sell	13,852 -32,773	-70%	-$464K	0.05%	255
2019 Q1	$671K	Buy	+46,625	New	+$671K	0.15%	181
2017 Q3	–	Sell	-11,855	Closed	-$191K	–	388
2017 Q2	$191K	Sell	11,855 -269,491	-96%	-$4.25M	0.03%	337
2017 Q1	$4.31M	Buy	281,346 +191,485	+213%	+$2.85M	0.61%	28
2016 Q4	$1.37M	Buy	+89,861	New	+$1.25M	0.19%	220
2016 Q3	–	Sell	-157,688	Closed	-$1.9M	–	383
2016 Q2	$1.9M	Buy	+157,688	New	+$1.97M	0.26%	141

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

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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Investment Partners's SHO Position: Q1 2020 in Review

Convergence Investment Partners sold out of Sunstone Hotel Investors (SHO) in Q1 2020, closing a stake of 62,058 shares — an estimated $864K sold.

Convergence Investment Partners first reported a position in SHO in Q2 2016 and held it in 8 quarters. The position peaked at $4.31M in Q1 2017. 202 funds tracked by Wall St. Rank hold SHO as of Q1 2020.

Convergence Investment Partners reported no remaining Sunstone Hotel Investors position as of Q1 2020 after selling out during the quarter.
Convergence Investment Partners sold 62,058 Sunstone Hotel Investors shares in Q1 2020, an estimated $864K.
Convergence Investment Partners first reported a position in Sunstone Hotel Investors in Q2 2016 and held it in 8 quarters.
Convergence Investment Partners's Sunstone Hotel Investors position peaked at $4.31M in Q1 2017.
202 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2020.

Based on Convergence Investment Partners's 13F filing for Q1 2020, filed 23 Apr 2020.