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Jefferies Financial Group’s Sunstone Hotel Investors SHO Stock Holding History

Jefferies Financial 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
2024
Q2 		– Sell
-70,900
Closed -$790K – 1836
2024
Q1 		$790K Buy
+70,900
New +$775K 0.01% 909
2023
Q1 		– Sell
-35,329
Closed -$341K – 1954
2022
Q4 		$341K Buy
+35,329
New +$365K ﹤0.01% 1166

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Jefferies Financial Group's SHO Position: Q2 2024 in Review

Jefferies Financial Group sold out of Sunstone Hotel Investors (SHO) in Q2 2024, closing a stake of 70,900 shares — an estimated $790K sold.

Jefferies Financial Group first reported a position in SHO in Q4 2022 and held it in 2 quarters. The position peaked at $790K in Q1 2024. 241 funds tracked by Wall St. Rank hold SHO as of Q2 2024.

  • Jefferies Financial Group reported no remaining Sunstone Hotel Investors position as of Q2 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 70,900 Sunstone Hotel Investors shares in Q2 2024, an estimated $790K.
  • Jefferies Financial Group first reported a position in Sunstone Hotel Investors in Q4 2022 and held it in 2 quarters.
  • Jefferies Financial Group's Sunstone Hotel Investors position peaked at $790K in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2024.

Based on Jefferies Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.