Ellevest Inc’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Ellevest Inc’s Portfolio HT Stock Details HT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9	Closed	–	–	1987
2022 Q3	$0	Buy	+9	New	+$90	﹤0.01%	1937
2022 Q2	–	Sell	-1,860	Closed	-$17K	–	1783
2022 Q1	$17K	Hold	1,860	–	–	﹤0.01%	777
2021 Q4	$17K	Hold	1,860	–	–	﹤0.01%	750
2021 Q3	$17K	Buy	1,860 +1,829	+5,900%	+$17.4K	﹤0.01%	710
2021 Q2	$0	Buy	+31	New	+$342	﹤0.01%	1449

Other funds holding HT

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

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

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Ellevest Inc's HT Position: Q4 2022 in Review

Ellevest Inc sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q4 2022, closing a stake of 9 shares.

Ellevest Inc first reported a position in HT in Q2 2021 and held it in 5 quarters. The position peaked at $17K in Q1 2022. 164 funds tracked by Wall St. Rank hold HT as of Q4 2022.

Ellevest Inc reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q4 2022 after selling out during the quarter.
Ellevest Inc sold 9 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q4 2022.
Ellevest Inc first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q2 2021 and held it in 5 quarters.
Ellevest Inc's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $17K in Q1 2022.
164 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.