II
INN

Inspire Investing’s Summit Hotel Properties INN Stock Holding History

Inspire Investing’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
2022
Q3 		– Sell
-28,896
Closed -$210K – 799
2022
Q2 		$210K Buy
28,896
+5,359
+23% +$47.1K 0.03% 742
2022
Q1 		$234K Sell
23,537
-1,739
-7% -$17.1K 0.03% 690
2021
Q4 		$247K Buy
25,276
+1,648
+7% +$16K 0.03% 653
2021
Q3 		$228K Sell
23,628
-8,778
-27% -$80.3K 0.03% 632
2021
Q2 		$302K Buy
32,406
+982
+3% +$9.71K 0.04% 523
2021
Q1 		$319K Buy
31,424
+2,160
+7% +$20.9K 0.05% 500
2020
Q4 		$264K Sell
29,264
-4,861
-14% -$36K 0.06% 506
2020
Q3 		$177K Sell
34,125
-5,059
-13% -$28.6K 0.05% 381
2020
Q2 		$232K Sell
39,184
-13,259
-25% -$74.7K 0.08% 340
2020
Q1 		$221K Buy
52,443
+38,063
+265% +$358K 0.09% 351
2019
Q4 		$177K Sell
14,380
-1,822
-11% -$21.9K 0.06% 308
2019
Q3 		$188K Buy
16,202
+1,362
+9% +$15.6K 0.07% 303
2019
Q2 		$170K Buy
14,840
+1,160
+8% +$13.7K 0.07% 307
2019
Q1 		$156K Buy
+13,680
New +$151K 0.07% 267

Other funds holding INN

BlackRock
BlackRock New York $5.7T 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return