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Inspire Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Inspire Advisors’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
Q1 		– Sell
-17,722
Closed -$171K – 234
2022
Q4 		$171K Buy
17,722
+2,284
+15% +$23.6K 0.04% 162
2022
Q3 		$145K Buy
+15,438
New +$167K 0.04% 134

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Inspire Advisors's SHO Position: Q1 2023 in Review

Inspire Advisors sold out of Sunstone Hotel Investors (SHO) in Q1 2023, closing a stake of 17,722 shares — an estimated $171K sold.

Inspire Advisors first reported a position in SHO in Q3 2022 and held it in 2 quarters. The position peaked at $171K in Q4 2022. 219 funds tracked by Wall St. Rank hold SHO as of Q1 2023.

  • Inspire Advisors reported no remaining Sunstone Hotel Investors position as of Q1 2023 after selling out during the quarter.
  • Inspire Advisors sold 17,722 Sunstone Hotel Investors shares in Q1 2023, an estimated $171K.
  • Inspire Advisors first reported a position in Sunstone Hotel Investors in Q3 2022 and held it in 2 quarters.
  • Inspire Advisors's Sunstone Hotel Investors position peaked at $171K in Q4 2022.
  • 219 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2023.

Based on Inspire Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.