Envestnet Portfolio Solutions
INN

Envestnet Portfolio Solutions’s Summit Hotel Properties INN Stock Holding History

Envestnet Portfolio Solutions’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,101
Closed -$58.6K – 1573
2023
Q3 		$58.6K Buy
+10,101
New +$60.3K ﹤0.01% 1470

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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
H2CM
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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions's INN Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of Summit Hotel Properties (INN) in Q4 2023, closing a stake of 10,101 shares — an estimated $58.6K sold.

Envestnet Portfolio Solutions first reported a position in INN in Q3 2023 and held it in 1 quarter. The position peaked at $58.6K in Q3 2023. 192 funds tracked by Wall St. Rank hold INN as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining Summit Hotel Properties position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,101 Summit Hotel Properties shares in Q4 2023, an estimated $58.6K.
  • Envestnet Portfolio Solutions first reported a position in Summit Hotel Properties in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Summit Hotel Properties position peaked at $58.6K in Q3 2023.
  • 192 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.