Ground Swell Capital’s Sunstone Hotel Investors SHO Stock Holding History

Ground Swell Capital’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
2021 Q3	–	Sell	-10,463	Closed	-$130K	–	119
2021 Q2	$130K	Buy	+10,463	New	+$133K	0.62%	52
2014 Q3	$10K	Buy	+722	New	+$10.5K	0.02%	993

Other funds holding SHO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Ground Swell Capital's SHO Position: Q3 2021 in Review

Ground Swell Capital sold out of Sunstone Hotel Investors (SHO) in Q3 2021, closing a stake of 10,463 shares — an estimated $130K sold.

Ground Swell Capital first reported a position in SHO in Q3 2014 and held it in 2 quarters. The position peaked at $130K in Q2 2021. 207 funds tracked by Wall St. Rank hold SHO as of Q3 2021.

Ground Swell Capital reported no remaining Sunstone Hotel Investors position as of Q3 2021 after selling out during the quarter.
Ground Swell Capital sold 10,463 Sunstone Hotel Investors shares in Q3 2021, an estimated $130K.
Ground Swell Capital first reported a position in Sunstone Hotel Investors in Q3 2014 and held it in 2 quarters.
Ground Swell Capital's Sunstone Hotel Investors position peaked at $130K in Q2 2021.
207 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2021.

Based on Ground Swell Capital's 13F filing for Q3 2021, filed 12 Nov 2021.