Howe & Rusling’s Sunstone Hotel Investors SHO Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-472	Closed	-$4K	–	894
2022 Q3	$4K	Hold	472	–	–	﹤0.01%	736
2022 Q2	$5K	Sell	472 -44	-9%	-$503	﹤0.01%	655
2022 Q1	$6K	Buy	516 +243	+89%	+$2.76K	﹤0.01%	622
2021 Q4	$3K	Buy	+273	New	+$3.27K	﹤0.01%	823

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

CIMLRA

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

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Howe & Rusling's SHO Position: Q4 2022 in Review

Howe & Rusling sold out of Sunstone Hotel Investors (SHO) in Q4 2022, closing a stake of 472 shares — an estimated $4K sold.

Howe & Rusling first reported a position in SHO in Q4 2021 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 238 funds tracked by Wall St. Rank hold SHO as of Q4 2022.

Howe & Rusling reported no remaining Sunstone Hotel Investors position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 472 Sunstone Hotel Investors shares in Q4 2022, an estimated $4K.
Howe & Rusling first reported a position in Sunstone Hotel Investors in Q4 2021 and held it in 4 quarters.
Howe & Rusling's Sunstone Hotel Investors position peaked at $6K in Q1 2022.
238 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.