Echo Street Capital Management’s Sunstone Hotel Investors SHO Stock Holding History

Echo Street Capital 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
2022 Q1	–	Sell	-39,010	Closed	-$458K	–	729
2021 Q4	$458K	Buy	39,010 +22,126	+131%	+$265K	﹤0.01%	428
2021 Q3	$202K	Sell	16,884 -17,538	-51%	-$204K	﹤0.01%	574
2021 Q2	$428K	Sell	34,422 -1,040,769	-97%	-$13.3M	﹤0.01%	409
2021 Q1	$13.4M	Buy	1,075,191 +543,011	+102%	+$6.48M	0.12%	115
2020 Q4	$6.03M	Buy	+532,180	New	+$5.09M	0.06%	114
2020 Q3	–	Sell	-3,096,325	Closed	-$25.2M	–	332
2020 Q2	$25.2M	Buy	+3,096,325	New	+$26.9M	0.3%	117
2020 Q1	–	Sell	-2,220,881	Closed	-$30.9M	–	209
2019 Q4	$30.9M	Sell	2,220,881 -401,915	-15%	-$5.57M	0.48%	83
2019 Q3	$36M	Buy	2,622,796 +734,988	+39%	+$9.86M	0.61%	68
2019 Q2	$25.9M	Sell	1,887,808 -618,573	-25%	-$8.75M	0.46%	87
2019 Q1	$36.1M	Buy	2,506,381 +1,800,383	+255%	+$25.9M	0.71%	52
2018 Q4	$9.19M	Buy	+705,998	New	+$10.4M	0.23%	120
2018 Q3	–	Sell	-463,613	Closed	-$7.71M	–	192
2018 Q2	$7.71M	Sell	463,613 -50,997	-10%	-$829K	0.19%	137
2018 Q1	$7.83M	Buy	514,610 +111,496	+28%	+$1.75M	0.23%	117
2017 Q4	$6.66M	Buy	+403,114	New	+$6.67M	0.2%	130
2017 Q1	–	Sell	-357,578	Closed	-$5.45M	–	178
2016 Q4	$5.45M	Sell	357,578 -329,484	-48%	-$4.59M	0.22%	119
2016 Q3	$8.79M	Sell	687,062 -481,881	-41%	-$6.31M	0.37%	96
2016 Q2	$14.1M	Buy	+1,168,943	New	+$14.6M	0.59%	62
2016 Q1	–	Sell	-652,637	Closed	-$8.15M	–	189
2015 Q4	$8.15M	Sell	652,637 -154,135	-19%	-$2.18M	0.35%	91
2015 Q3	$10.7M	Buy	806,772 +51,164	+7%	+$737K	0.39%	102
2015 Q2	$11.3M	Buy	755,608 +151,851	+25%	+$2.39M	0.5%	75
2015 Q1	$10.1M	Buy	+603,757	New	+$10.4M	0.58%	61
2014 Q4	–	Sell	-762,840	Closed	-$10.5M	–	155
2014 Q3	$10.5M	Buy	762,840 +141,069	+23%	+$2.05M	0.61%	55
2014 Q2	$9.28M	Buy	621,771 +601,730	+3,002%	+$8.62M	0.61%	59
2014 Q1	$275K	Buy	+20,041	New	+$268K	0.02%	125

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Echo Street Capital Management's SHO Position: Q1 2022 in Review

Echo Street Capital Management sold out of Sunstone Hotel Investors (SHO) in Q1 2022, closing a stake of 39,010 shares — an estimated $458K sold.

Echo Street Capital Management first reported a position in SHO in Q1 2014 and held it in 24 quarters. The position peaked at $36.1M in Q1 2019. 216 funds tracked by Wall St. Rank hold SHO as of Q1 2022.

Echo Street Capital Management reported no remaining Sunstone Hotel Investors position as of Q1 2022 after selling out during the quarter.
Echo Street Capital Management sold 39,010 Sunstone Hotel Investors shares in Q1 2022, an estimated $458K.
Echo Street Capital Management first reported a position in Sunstone Hotel Investors in Q1 2014 and held it in 24 quarters.
Echo Street Capital Management's Sunstone Hotel Investors position peaked at $36.1M in Q1 2019.
216 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2022.

Based on Echo Street Capital Management's 13F filing for Q1 2022, filed 16 May 2022.