Institutional & Family Asset Management’s Sunstone Hotel Investors SHO Stock Holding History

Institutional & Family Asset Management’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 Q1	–	Sell	-409	Closed	-$5K	–	831
2021 Q4	$5K	Hold	409	–	–	﹤0.01%	567
2021 Q3	$5K	Hold	409	–	–	﹤0.01%	676
2021 Q2	$5K	Hold	409	–	–	﹤0.01%	722
2021 Q1	$5K	Hold	409	–	–	﹤0.01%	697
2020 Q4	$5K	Buy	+409	New	+$3.91K	﹤0.01%	656
2020 Q2	–	Sell	-86	Closed	-$1K	–	904
2020 Q1	$1K	Sell	86 -53	-38%	-$617	﹤0.01%	778
2019 Q4	$2K	Sell	139 -43	-24%	-$596	﹤0.01%	759
2019 Q3	$3K	Hold	182	–	–	﹤0.01%	644
2019 Q2	$2K	Hold	182	–	–	﹤0.01%	740
2019 Q1	$3K	Hold	182	–	–	﹤0.01%	669
2018 Q4	$2K	Hold	182	–	–	﹤0.01%	713
2018 Q3	$3K	Hold	182	–	–	﹤0.01%	696
2018 Q2	$3K	Hold	182	–	–	﹤0.01%	680
2018 Q1	$3K	Buy	+182	New	+$2.85K	﹤0.01%	678

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Institutional & Family Asset Management's SHO Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of Sunstone Hotel Investors (SHO) in Q1 2022, closing a stake of 409 shares — an estimated $5K sold.

Institutional & Family Asset Management first reported a position in SHO in Q1 2018 and held it in 14 quarters. The position peaked at $5K in Q4 2021. 215 funds tracked by Wall St. Rank hold SHO as of Q1 2022.

Institutional & Family Asset Management reported no remaining Sunstone Hotel Investors position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 409 Sunstone Hotel Investors shares in Q1 2022, an estimated $5K.
Institutional & Family Asset Management first reported a position in Sunstone Hotel Investors in Q1 2018 and held it in 14 quarters.
Institutional & Family Asset Management's Sunstone Hotel Investors position peaked at $5K in Q4 2021.
215 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.