Custom Index Systems’s Sunstone Hotel Investors SHO Stock Holding History

Custom Index Systems’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	-21,504	Closed	-$225K	–	286
2024 Q2	$225K	Buy	21,504 +66	+0.3%	+$684	0.13%	217
2024 Q1	$239K	Sell	21,438 -2,015	-9%	-$22K	0.14%	215
2023 Q4	$252K	Buy	+23,453	New	+$231K	0.16%	210

Other funds holding SHO

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

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

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 New York $25.6B AUM 26.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Custom Index Systems's SHO Position: Q3 2024 in Review

Custom Index Systems sold out of Sunstone Hotel Investors (SHO) in Q3 2024, closing a stake of 21,504 shares — an estimated $225K sold.

Custom Index Systems first reported a position in SHO in Q4 2023 and held it in 3 quarters. The position peaked at $252K in Q4 2023. 233 funds tracked by Wall St. Rank hold SHO as of Q3 2024.

Custom Index Systems reported no remaining Sunstone Hotel Investors position as of Q3 2024 after selling out during the quarter.
Custom Index Systems sold 21,504 Sunstone Hotel Investors shares in Q3 2024, an estimated $225K.
Custom Index Systems first reported a position in Sunstone Hotel Investors in Q4 2023 and held it in 3 quarters.
Custom Index Systems's Sunstone Hotel Investors position peaked at $252K in Q4 2023.
233 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2024.

Based on Custom Index Systems's 13F filing for Q3 2024, filed 24 Oct 2024.