Envestnet Portfolio Solutions’s Sunstone Hotel Investors SHO Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q1	–	Sell	-15,104	Closed	-$179K	–	1749
2024 Q4	$179K	Buy	15,104 +388	+3%	+$4.23K	﹤0.01%	1702
2024 Q3	$152K	Buy	14,716 +875	+6%	+$8.94K	﹤0.01%	1666
2024 Q2	$145K	Buy	13,841 +109	+0.8%	+$1.13K	﹤0.01%	1602
2024 Q1	$153K	Sell	13,732 -197	-1%	-$2.15K	﹤0.01%	1574
2023 Q4	$149K	Sell	13,929 -2,348	-14%	-$23.1K	﹤0.01%	1511
2023 Q3	$152K	Buy	+16,277	New	+$154K	﹤0.01%	1452

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Envestnet Portfolio Solutions's SHO Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Sunstone Hotel Investors (SHO) in Q1 2025, closing a stake of 15,104 shares — an estimated $179K sold.

Envestnet Portfolio Solutions first reported a position in SHO in Q3 2023 and held it in 6 quarters. The position peaked at $179K in Q4 2024. 237 funds tracked by Wall St. Rank hold SHO as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining Sunstone Hotel Investors position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 15,104 Sunstone Hotel Investors shares in Q1 2025, an estimated $179K.
Envestnet Portfolio Solutions first reported a position in Sunstone Hotel Investors in Q3 2023 and held it in 6 quarters.
Envestnet Portfolio Solutions's Sunstone Hotel Investors position peaked at $179K in Q4 2024.
237 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.