Jefferies Group’s Sunstone Hotel Investors SHO Stock Holding History

Jefferies 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
2022 Q1	–	Sell	-34,776	Closed	-$408K	–	1905
2021 Q4	$408K	Buy	+34,776	New	+$416K	﹤0.01%	1231
2020 Q1	–	Sell	-18,886	Closed	-$263K	–	2605
2019 Q4	$263K	Sell	18,886 -7,892	-29%	-$109K	﹤0.01%	2120
2019 Q3	$368K	Buy	26,778 +10,312	+63%	+$138K	﹤0.01%	2054
2019 Q2	$226K	Buy	+16,466	New	+$233K	﹤0.01%	2063
2018 Q4	–	Sell	-14,703	Closed	-$241K	–	2514
2018 Q3	$241K	Buy	+14,703	New	+$243K	﹤0.01%	2001
2015 Q4	–	Sell	-153,400	Closed	-$2.03M	–	2538
2015 Q3	$2.03M	Buy	153,400 +153,332	+225,488%	+$2.21M	0.01%	884
2015 Q2	$1K	Buy	+68	New	+$1.07K	﹤0.01%	3221

Other funds holding SHO

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIMLRA

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

RIM

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

Jefferies Group's SHO Position: Q1 2022 in Review

Jefferies Group sold out of Sunstone Hotel Investors (SHO) in Q1 2022, closing a stake of 34,776 shares — an estimated $408K sold.

Jefferies Group first reported a position in SHO in Q2 2015 and held it in 7 quarters. The position peaked at $2.03M in Q3 2015. 215 funds tracked by Wall St. Rank hold SHO as of Q1 2022.

Jefferies Group reported no remaining Sunstone Hotel Investors position as of Q1 2022 after selling out during the quarter.
Jefferies Group sold 34,776 Sunstone Hotel Investors shares in Q1 2022, an estimated $408K.
Jefferies Group first reported a position in Sunstone Hotel Investors in Q2 2015 and held it in 7 quarters.
Jefferies Group's Sunstone Hotel Investors position peaked at $2.03M in Q3 2015.
215 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.