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CSat Investment Advisory’s Sunstone Hotel Investors SHO Stock Holding History

CSat Investment Advisory’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
Q2 		– Sell
-643
Closed -$6K – 1164
2020
Q1 		$6K Buy
643
+139
+28% +$1.62K ﹤0.01% 1012
2019
Q4 		$7K Buy
504
+62
+14% +$860 ﹤0.01% 1047
2019
Q3 		$6K Buy
442
+62
+16% +$831 ﹤0.01% 1034
2019
Q2 		$5K Buy
+380
New +$5.38K ﹤0.01% 1053

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CSat Investment Advisory's SHO Position: Q2 2020 in Review

CSat Investment Advisory sold out of Sunstone Hotel Investors (SHO) in Q2 2020, closing a stake of 643 shares — an estimated $6K sold.

CSat Investment Advisory first reported a position in SHO in Q2 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 211 funds tracked by Wall St. Rank hold SHO as of Q2 2020.

  • CSat Investment Advisory reported no remaining Sunstone Hotel Investors position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 643 Sunstone Hotel Investors shares in Q2 2020, an estimated $6K.
  • CSat Investment Advisory first reported a position in Sunstone Hotel Investors in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's Sunstone Hotel Investors position peaked at $7K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.