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GoalVest Advisory’s Sunstone Hotel Investors SHO Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-407
Closed -$3.81K – 469
2023
Q3 		$3.81K Buy
407
+14
+4% +$132 ﹤0.01% 366
2023
Q2 		$3.98K Buy
+393
New +$3.92K ﹤0.01% 318

Other funds holding SHO

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
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Tarsadia Capital New York $5.64M AUM 15.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GoalVest Advisory's SHO Position: Q4 2023 in Review

GoalVest Advisory sold out of Sunstone Hotel Investors (SHO) in Q4 2023, closing a stake of 407 shares — an estimated $3.81K sold.

GoalVest Advisory first reported a position in SHO in Q2 2023 and held it in 2 quarters. The position peaked at $3.98K in Q2 2023. 232 funds tracked by Wall St. Rank hold SHO as of Q4 2023.

  • GoalVest Advisory reported no remaining Sunstone Hotel Investors position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 407 Sunstone Hotel Investors shares in Q4 2023, an estimated $3.81K.
  • GoalVest Advisory first reported a position in Sunstone Hotel Investors in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's Sunstone Hotel Investors position peaked at $3.98K in Q2 2023.
  • 232 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.