Lee Financial’s Summit Hotel Properties INN Stock Holding History

Lee Financial’s Portfolio INN Stock Details INN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-955	Closed	-$5.54K	–	894
2023 Q3	$5.54K	Hold	955	–	–	﹤0.01%	504
2023 Q2	$6.22K	Hold	955	–	–	﹤0.01%	476
2023 Q1	$6.68K	Hold	955	–	–	﹤0.01%	485
2022 Q4	$6.89K	Hold	955	–	–	﹤0.01%	508
2022 Q3	$6K	Hold	955	–	–	﹤0.01%	508
2022 Q2	$7K	Hold	955	–	–	﹤0.01%	503
2022 Q1	$10K	Hold	955	–	–	﹤0.01%	434
2021 Q4	$9K	Hold	955	–	–	﹤0.01%	517
2021 Q3	$9K	Hold	955	–	–	﹤0.01%	437
2021 Q2	$9K	Hold	955	–	–	﹤0.01%	419
2021 Q1	$10K	Hold	955	–	–	﹤0.01%	385
2020 Q4	$9K	Hold	955	–	–	﹤0.01%	386
2020 Q3	$5K	Hold	955	–	–	﹤0.01%	465
2020 Q2	$6K	Buy	955 +170	+22%	+$958	﹤0.01%	423
2020 Q1	$3K	Hold	785	–	–	﹤0.01%	412
2019 Q4	$10K	Hold	785	–	–	﹤0.01%	347
2019 Q3	$9K	Hold	785	–	–	﹤0.01%	361
2019 Q2	$9K	Hold	785	–	–	﹤0.01%	366
2019 Q1	$9K	Hold	785	–	–	﹤0.01%	355
2018 Q4	$8K	Hold	785	–	–	﹤0.01%	315
2018 Q3	$11K	Buy	785 +140	+22%	+$1.93K	﹤0.01%	309
2018 Q2	$9K	Hold	645	–	–	﹤0.01%	503
2018 Q1	$9K	Hold	645	–	–	﹤0.01%	497
2017 Q4	$10K	Buy	645 +200	+45%	+$3.09K	﹤0.01%	325
2017 Q3	$7K	Hold	445	–	–	﹤0.01%	388
2017 Q2	$8K	Buy	+445	New	+$7.76K	﹤0.01%	356

Other funds holding INN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee Financial's INN Position: Q4 2023 in Review

Lee Financial sold out of Summit Hotel Properties (INN) in Q4 2023, closing a stake of 955 shares — an estimated $5.54K sold.

Lee Financial first reported a position in INN in Q2 2017 and held it in 26 quarters. The position peaked at $11K in Q3 2018. 192 funds tracked by Wall St. Rank hold INN as of Q4 2023.

Lee Financial reported no remaining Summit Hotel Properties position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 955 Summit Hotel Properties shares in Q4 2023, an estimated $5.54K.
Lee Financial first reported a position in Summit Hotel Properties in Q2 2017 and held it in 26 quarters.
Lee Financial's Summit Hotel Properties position peaked at $11K in Q3 2018.
192 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.