Jackson Creek Investment Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Jackson Creek Investment 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
2024 Q3	–	Sell	-109,241	Closed	-$1.14M	–	351
2024 Q2	$1.14M	Buy	+109,241	New	+$1.13M	0.42%	83
2022 Q4	–	Sell	-85,315	Closed	-$804K	–	371
2022 Q3	$804K	Buy	+85,315	New	+$922K	0.38%	131

Other funds holding SHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Jackson Creek Investment Advisors's SHO Position: Q3 2024 in Review

Jackson Creek Investment Advisors sold out of Sunstone Hotel Investors (SHO) in Q3 2024, closing a stake of 109,241 shares — an estimated $1.14M sold.

Jackson Creek Investment Advisors first reported a position in SHO in Q3 2022 and held it in 2 quarters. The position peaked at $1.14M in Q2 2024. 233 funds tracked by Wall St. Rank hold SHO as of Q3 2024.

Jackson Creek Investment Advisors reported no remaining Sunstone Hotel Investors position as of Q3 2024 after selling out during the quarter.
Jackson Creek Investment Advisors sold 109,241 Sunstone Hotel Investors shares in Q3 2024, an estimated $1.14M.
Jackson Creek Investment Advisors first reported a position in Sunstone Hotel Investors in Q3 2022 and held it in 2 quarters.
Jackson Creek Investment Advisors's Sunstone Hotel Investors position peaked at $1.14M in Q2 2024.
233 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.