FourThought Financial’s Sunstone Hotel Investors SHO Stock Holding History

FourThought Financial’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
2022 Q3	$96K	Buy	10,217 +368	+4%	+$3.98K	0.01%	443
2022 Q2	$98K	Buy	9,849 +2,296	+30%	+$26.3K	0.01%	439
2022 Q1	$89K	Buy	7,553 +1,226	+19%	+$13.9K	0.01%	504
2021 Q4	$74K	Buy	6,327 +1,610	+34%	+$19.3K	0.01%	554
2021 Q3	$56K	Buy	4,717 +3,164	+204%	+$36.9K	0.01%	656
2021 Q2	$19K	Buy	+1,553	New	+$19.8K	﹤0.01%	959

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

FourThought Financial's SHO Position: Q3 2022 in Review

FourThought Financial increased its Sunstone Hotel Investors (SHO) stake by 3.7% in Q3 2022, buying an estimated $3.98K and bringing the position to 10,217 shares worth $96K. The position accounts for 0.01% of the portfolio, ranked #443.

FourThought Financial first reported a position in SHO in Q2 2021 and has held it in 6 quarters since. The position peaked at $98K in Q2 2022. 239 funds tracked by Wall St. Rank hold SHO as of Q3 2022.

FourThought Financial held 10,217 shares of Sunstone Hotel Investors worth $96K as of Q3 2022.
FourThought Financial bought 368 Sunstone Hotel Investors shares in Q3 2022, an estimated $3.98K.
Sunstone Hotel Investors made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #443 holding.
FourThought Financial first reported a position in Sunstone Hotel Investors in Q2 2021 and has held it in 6 quarters since.
FourThought Financial's Sunstone Hotel Investors position peaked at $98K in Q2 2022.
239 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.