FIM
INN

Freedom Investment Management’s Summit Hotel Properties INN Stock Holding History

Freedom Investment Management’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,914
Closed -$57K – 637
2020
Q3 		$57K Sell
10,914
-1,012
-8% -$5.72K 0.01% 541
2020
Q2 		$71K Buy
+11,926
New +$67.2K 0.01% 548
2017
Q4 		– Sell
-97,367
Closed -$1.56M – 1151
2017
Q3 		$1.56M Sell
97,367
-3,920
-4% -$63.7K 0.09% 199
2017
Q2 		$1.89M Buy
101,287
+17,969
+22% +$313K 0.11% 133
2017
Q1 		$1.33M Buy
83,318
+18,486
+29% +$291K 0.08% 209
2016
Q4 		$1.04M Buy
+64,832
New +$909K 0.07% 231

Other funds holding INN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Freedom Investment Management's INN Position: Q4 2020 in Review

Freedom Investment Management sold out of Summit Hotel Properties (INN) in Q4 2020, closing a stake of 10,914 shares — an estimated $57K sold.

Freedom Investment Management first reported a position in INN in Q4 2016 and held it in 6 quarters. The position peaked at $1.89M in Q2 2017. 217 funds tracked by Wall St. Rank hold INN as of Q4 2020.

  • Freedom Investment Management reported no remaining Summit Hotel Properties position as of Q4 2020 after selling out during the quarter.
  • Freedom Investment Management sold 10,914 Summit Hotel Properties shares in Q4 2020, an estimated $57K.
  • Freedom Investment Management first reported a position in Summit Hotel Properties in Q4 2016 and held it in 6 quarters.
  • Freedom Investment Management's Summit Hotel Properties position peaked at $1.89M in Q2 2017.
  • 217 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2020.

Based on Freedom Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.