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Foresters Investment Management’s Sunstone Hotel Investors SHO Stock Holding History

Foresters Investment Management’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
2019
Q3 		$5.95M Sell
433,200
-21,000
-5% -$282K 0.12% 234
2019
Q2 		$6.23M Buy
454,200
+30,600
+7% +$433K 0.11% 245
2019
Q1 		$6.1M Buy
423,600
+12,200
+3% +$176K 0.11% 258
2018
Q4 		$5.35M Sell
411,400
-28,800
-7% -$424K 0.1% 254
2018
Q3 		$7.2M Buy
440,200
+3,485
+0.8% +$57.5K 0.11% 246
2018
Q2 		$7.26M Buy
436,715
+8,452
+2% +$137K 0.12% 230
2018
Q1 		$6.52M Sell
428,263
-44,844
-9% -$704K 0.11% 221
2017
Q4 		$7.82M Buy
473,107
+65,300
+16% +$1.08M 0.12% 210
2017
Q3 		$6.55M Buy
407,807
+4,000
+1% +$63.6K 0.11% 212
2017
Q2 		$6.51M Sell
403,807
-1,367,185
-77% -$21.5M 0.11% 214
2017
Q1 		$27.1M Sell
1,770,992
-563,800
-24% -$8.4M 0.48% 74
2016
Q4 		$36.7M Buy
2,334,792
+9,857
+0.4% +$137K 0.65% 43
2016
Q3 		$29.7M Sell
2,324,935
-43,500
-2% -$570K 0.55% 62
2016
Q2 		$28.6M Buy
2,368,435
+153,193
+7% +$1.92M 0.55% 58
2016
Q1 		$31M Buy
2,215,242
+142,128
+7% +$1.75M 0.63% 55
2015
Q4 		$25.9M Buy
2,073,114
+518,700
+33% +$7.34M 0.53% 70
2015
Q3 		$20.6M Buy
1,554,414
+736,000
+90% +$10.6M 0.44% 89
2015
Q2 		$12.3M Buy
818,414
+2,500
+0.3% +$39.3K 0.23% 139
2015
Q1 		$13.6M Sell
815,914
-278,387
-25% -$4.78M 0.26% 133
2014
Q4 		$18.1M Buy
1,094,301
+4,850
+0.4% +$74.9K 0.36% 108
2014
Q3 		$15.1M Sell
1,089,451
-210,100
-16% -$3.05M 0.32% 110
2014
Q2 		$19.4M Buy
1,299,551
+753,534
+138% +$10.8M 0.4% 102
2014
Q1 		$7.5M Buy
546,017
+900
+0.2% +$12K 0.16% 175
2013
Q4 		$7.3M Sell
545,117
-9,500
-2% -$125K 0.16% 171
2013
Q3 		$7.07M Hold
554,617
– – 0.17% 165
2013
Q2 		$6.7M Buy
+554,617
New +$6.76M 0.2% 131

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Foresters Investment Management's SHO Position: Q3 2019 in Review

Foresters Investment Management reduced its Sunstone Hotel Investors (SHO) stake by 4.6% in Q3 2019, selling an estimated $282K and leaving 433,200 shares worth $5.95M. The position accounts for 0.12% of the portfolio, ranked #234.

Foresters Investment Management first reported a position in SHO in Q2 2013 and has held it in 26 quarters since. The position peaked at $36.7M in Q4 2016. 214 funds tracked by Wall St. Rank hold SHO as of Q3 2019.

  • Foresters Investment Management held 433,200 shares of Sunstone Hotel Investors worth $5.95M as of Q3 2019.
  • Foresters Investment Management sold 21,000 Sunstone Hotel Investors shares in Q3 2019, an estimated $282K.
  • Sunstone Hotel Investors made up 0.12% of Foresters Investment Management's portfolio in Q3 2019, its #234 holding.
  • Foresters Investment Management first reported a position in Sunstone Hotel Investors in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's Sunstone Hotel Investors position peaked at $36.7M in Q4 2016.
  • 214 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.