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Farmers & Merchants Investments Inc’s Sunstone Hotel Investors SHO Stock Holding History

Farmers & Merchants Investments 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
Q3 		– Sell
-155
Closed -$1.57K – 1806
2023
Q2 		$1.57K Hold
155
– – ﹤0.01% 1191
2023
Q1 		$1.53K Buy
155
+11
+8% +$112 ﹤0.01% 1192
2022
Q4 		$1.39K Hold
144
– – ﹤0.01% 1244
2022
Q3 		$1K Buy
+144
New +$1.56K ﹤0.01% 1427

Other funds holding SHO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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

Farmers & Merchants Investments Inc's SHO Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of Sunstone Hotel Investors (SHO) in Q3 2023, closing a stake of 155 shares — an estimated $1.57K sold.

Farmers & Merchants Investments Inc first reported a position in SHO in Q3 2022 and held it in 4 quarters. The position peaked at $1.57K in Q2 2023. 232 funds tracked by Wall St. Rank hold SHO as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining Sunstone Hotel Investors position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 155 Sunstone Hotel Investors shares in Q3 2023, an estimated $1.57K.
  • Farmers & Merchants Investments Inc first reported a position in Sunstone Hotel Investors in Q3 2022 and held it in 4 quarters.
  • Farmers & Merchants Investments Inc's Sunstone Hotel Investors position peaked at $1.57K in Q2 2023.
  • 232 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.