EI
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Ellevest Inc’s Sunstone Hotel Investors SHO Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-1,305
Closed -$12.9K – 1411
2023
Q1 		$12.9K Sell
1,305
-142
-10% -$1.44K ﹤0.01% 959
2022
Q4 		$14K Sell
1,447
-465
-24% -$4.81K ﹤0.01% 953
2022
Q3 		$18K Hold
1,912
– – ﹤0.01% 844
2022
Q2 		$19K Sell
1,912
-311
-14% -$3.56K ﹤0.01% 770
2022
Q1 		$26K Sell
2,223
-60
-3% -$682 ﹤0.01% 676
2021
Q4 		$27K Sell
2,283
-253
-10% -$3.03K ﹤0.01% 655
2021
Q3 		$30K Buy
2,536
+709
+39% +$8.27K ﹤0.01% 588
2021
Q2 		$23K Buy
+1,827
New +$23.3K ﹤0.01% 616
2021
Q1 		– Sell
-117
Closed -$1K – 1346
2020
Q4 		$1K Buy
+117
New +$1.12K ﹤0.01% 1107
2020
Q3 		– Sell
-937
Closed -$8K – 1308
2020
Q2 		$8K Buy
+937
New +$8.14K ﹤0.01% 661

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellevest Inc's SHO Position: Q2 2023 in Review

Ellevest Inc sold out of Sunstone Hotel Investors (SHO) in Q2 2023, closing a stake of 1,305 shares — an estimated $12.9K sold.

Ellevest Inc first reported a position in SHO in Q2 2020 and held it in 10 quarters. The position peaked at $30K in Q3 2021. 227 funds tracked by Wall St. Rank hold SHO as of Q2 2023.

  • Ellevest Inc reported no remaining Sunstone Hotel Investors position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 1,305 Sunstone Hotel Investors shares in Q2 2023, an estimated $12.9K.
  • Ellevest Inc first reported a position in Sunstone Hotel Investors in Q2 2020 and held it in 10 quarters.
  • Ellevest Inc's Sunstone Hotel Investors position peaked at $30K in Q3 2021.
  • 227 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.