ECM
INN

Evergreen Capital Management’s Summit Hotel Properties INN Stock Holding History

Evergreen Capital Management’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
Q1 		– Sell
-10,300
Closed -$74.4K – 739
2022
Q4 		$74.4K Buy
+10,300
New +$80.7K ﹤0.01% 660
2019
Q3 		– Sell
-10,635
Closed -$122K – 447
2019
Q2 		$122K Buy
+10,635
New +$125K 0.01% 414

Other funds holding INN

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Capital Management's INN Position: Q1 2023 in Review

Evergreen Capital Management sold out of Summit Hotel Properties (INN) in Q1 2023, closing a stake of 10,300 shares — an estimated $74.4K sold.

Evergreen Capital Management first reported a position in INN in Q2 2019 and held it in 2 quarters. The position peaked at $122K in Q2 2019. 213 funds tracked by Wall St. Rank hold INN as of Q1 2023.

  • Evergreen Capital Management reported no remaining Summit Hotel Properties position as of Q1 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 10,300 Summit Hotel Properties shares in Q1 2023, an estimated $74.4K.
  • Evergreen Capital Management first reported a position in Summit Hotel Properties in Q2 2019 and held it in 2 quarters.
  • Evergreen Capital Management's Summit Hotel Properties position peaked at $122K in Q2 2019.
  • 213 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2023.

Based on Evergreen Capital Management's 13F filing for Q1 2023, filed 15 May 2023.