IE
SOHO

Israel Englander’s Sotherly Hotels SOHO Stock Holding History

Israel Englander’s Portfolio SOHO Stock Details SOHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-21,852
Closed -$38K – 7459
2022
Q2 		$38K Buy
+21,852
New +$40.5K ﹤0.01% 6293
2018
Q4 		– Sell
-17,776
Closed -$128K – 4143
2018
Q3 		$128K Buy
17,776
+4,777
+37% +$34.1K ﹤0.01% 3710
2018
Q2 		$91K Buy
12,999
+1,507
+13% +$10.3K ﹤0.01% 3664
2018
Q1 		$80K Sell
11,492
-8,100
-41% -$50.5K ﹤0.01% 3498
2017
Q4 		$126K Buy
+19,592
New +$125K ﹤0.01% 3624
2017
Q2 		– Sell
-11,361
Closed -$73K – 3833
2017
Q1 		$73K Sell
11,361
-15,762
-58% -$109K ﹤0.01% 3356
2016
Q4 		$184K Buy
+27,123
New +$150K ﹤0.01% 3102
2015
Q4 		– Sell
-12,889
Closed -$88K – 3740
2015
Q3 		$88K Buy
+12,889
New +$89.5K ﹤0.01% 3291

Other funds holding SOHO

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
GCM
Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Israel Englander's SOHO Position: Q3 2022 in Review

Israel Englander sold out of Sotherly Hotels (SOHO) in Q3 2022, closing a stake of 21,852 shares — an estimated $38K sold.

Israel Englander first reported a position in SOHO in Q3 2015 and held it in 8 quarters. The position peaked at $184K in Q4 2016. 29 funds tracked by Wall St. Rank hold SOHO as of Q3 2022.

  • Israel Englander reported no remaining Sotherly Hotels position as of Q3 2022 after selling out during the quarter.
  • Israel Englander sold 21,852 Sotherly Hotels shares in Q3 2022, an estimated $38K.
  • Israel Englander first reported a position in Sotherly Hotels in Q3 2015 and held it in 8 quarters.
  • Israel Englander's Sotherly Hotels position peaked at $184K in Q4 2016.
  • 29 funds tracked by Wall St. Rank held Sotherly Hotels as of Q3 2022.

Based on Millennium Management's 13F filing for Q3 2022, filed 14 Nov 2022.