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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
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 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. 234 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.
  • 234 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.