Key Financial Inc’s Sunstone Hotel Investors SHO Stock Holding History

Key Financial Inc’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
2023 Q1	–	Sell	-758	Closed	-$7.14K	–	1210
2022 Q4	$7.14K	Hold	758	–	–	﹤0.01%	709
2022 Q3	$7K	Hold	758	–	–	﹤0.01%	729
2022 Q2	$7K	Hold	758	–	–	﹤0.01%	732
2022 Q1	$9K	Buy	+758	New	+$8.61K	﹤0.01%	669

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

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

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

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

RIM

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

CIMLRA

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Key Financial Inc's SHO Position: Q1 2023 in Review

Key Financial Inc sold out of Sunstone Hotel Investors (SHO) in Q1 2023, closing a stake of 758 shares — an estimated $7.14K sold.

Key Financial Inc first reported a position in SHO in Q1 2022 and held it in 4 quarters. The position peaked at $9K in Q1 2022. 219 funds tracked by Wall St. Rank hold SHO as of Q1 2023.

Key Financial Inc reported no remaining Sunstone Hotel Investors position as of Q1 2023 after selling out during the quarter.
Key Financial Inc sold 758 Sunstone Hotel Investors shares in Q1 2023, an estimated $7.14K.
Key Financial Inc first reported a position in Sunstone Hotel Investors in Q1 2022 and held it in 4 quarters.
Key Financial Inc's Sunstone Hotel Investors position peaked at $9K in Q1 2022.
219 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.