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Investment Research & Advisory Group’s Sunstone Hotel Investors SHO Stock Holding History

Investment Research & Advisory Group’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
2020
Q1 		– Sell
-435
Closed -$6K – 180
2019
Q4 		$6K Buy
+435
New +$6.03K 0.01% 175

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investment Research & Advisory Group's SHO Position: Q1 2020 in Review

Investment Research & Advisory Group sold out of Sunstone Hotel Investors (SHO) in Q1 2020, closing a stake of 435 shares — an estimated $6K sold.

Investment Research & Advisory Group first reported a position in SHO in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 202 funds tracked by Wall St. Rank hold SHO as of Q1 2020.

  • Investment Research & Advisory Group reported no remaining Sunstone Hotel Investors position as of Q1 2020 after selling out during the quarter.
  • Investment Research & Advisory Group sold 435 Sunstone Hotel Investors shares in Q1 2020, an estimated $6K.
  • Investment Research & Advisory Group first reported a position in Sunstone Hotel Investors in Q4 2019 and held it in 1 quarter.
  • Investment Research & Advisory Group's Sunstone Hotel Investors position peaked at $6K in Q4 2019.
  • 202 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2020.

Based on Investment Research & Advisory Group's 13F filing for Q1 2020, filed 30 Apr 2020.