FourThought Financial Partners’s Sunstone Hotel Investors SHO Stock Holding History

FourThought Financial Partners’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	-13,721	Closed	-$139K	–	328
2023 Q2	$139K	Buy	13,721 +2,022	+17%	+$20.2K	0.02%	319
2023 Q1	$116K	Hold	11,699	–	–	0.02%	316
2022 Q4	$113K	Buy	+11,699	New	+$121K	0.02%	319

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

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial Partners's SHO Position: Q3 2023 in Review

FourThought Financial Partners sold out of Sunstone Hotel Investors (SHO) in Q3 2023, closing a stake of 13,721 shares — an estimated $139K sold.

FourThought Financial Partners first reported a position in SHO in Q4 2022 and held it in 3 quarters. The position peaked at $139K in Q2 2023. 231 funds tracked by Wall St. Rank hold SHO as of Q3 2023.

FourThought Financial Partners reported no remaining Sunstone Hotel Investors position as of Q3 2023 after selling out during the quarter.
FourThought Financial Partners sold 13,721 Sunstone Hotel Investors shares in Q3 2023, an estimated $139K.
FourThought Financial Partners first reported a position in Sunstone Hotel Investors in Q4 2022 and held it in 3 quarters.
FourThought Financial Partners's Sunstone Hotel Investors position peaked at $139K in Q2 2023.
231 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2023.

Based on FourThought Financial Partners's 13F filing for Q3 2023, filed 13 Nov 2023.