Freedom Investment Management’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Freedom Investment Management’s Portfolio HT Stock Details HT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,945	Closed	-$102K	–	924
2021 Q3	$102K	Buy	+10,945	New	+$104K	0.01%	794
2018 Q2	–	Sell	-18,820	Closed	-$337K	–	1173
2018 Q1	$337K	Buy	18,820 +2,890	+18%	+$51.3K	0.02%	841
2017 Q4	$277K	Sell	15,930 -5,752	-27%	-$103K	0.01%	920
2017 Q3	$405K	Buy	21,682 +2,392	+12%	+$43.9K	0.02%	687
2017 Q2	$357K	Buy	19,290 +1,640	+9%	+$30.8K	0.02%	703
2017 Q1	$332K	Buy	17,650 +1,210	+7%	+$24.3K	0.02%	713
2016 Q4	$353K	Buy	16,440 +1,551	+10%	+$30.3K	0.02%	621
2016 Q3	$268K	Buy	14,889 +2,596	+21%	+$49K	0.02%	698
2016 Q2	$211K	Buy	+12,293	New	+$232K	0.01%	732

Other funds holding HT

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

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Freedom Investment Management's HT Position: Q4 2021 in Review

Freedom Investment Management sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q4 2021, closing a stake of 10,945 shares — an estimated $102K sold.

Freedom Investment Management first reported a position in HT in Q2 2016 and held it in 9 quarters. The position peaked at $405K in Q3 2017. 153 funds tracked by Wall St. Rank hold HT as of Q4 2021.

Freedom Investment Management reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q4 2021 after selling out during the quarter.
Freedom Investment Management sold 10,945 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q4 2021, an estimated $102K.
Freedom Investment Management first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q2 2016 and held it in 9 quarters.
Freedom Investment Management's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $405K in Q3 2017.
153 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q4 2021.

Based on Freedom Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.