Lido Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Lido 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	-25,217	Closed	-$266K	–	1545
2024 Q2	$266K	Sell	25,217 -2,438	-9%	-$25.3K	﹤0.01%	1181
2024 Q1	$310K	Buy	27,655 +2,305	+9%	+$25.2K	﹤0.01%	1085
2023 Q4	$275K	Buy	+25,350	New	+$250K	﹤0.01%	1076
2023 Q1	–	Sell	-34,207	Closed	-$330K	–	1236
2022 Q4	$330K	Buy	34,207 +3,239	+10%	+$33.5K	﹤0.01%	762
2022 Q3	$291K	Buy	+30,968	New	+$335K	﹤0.01%	762

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

RIM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIMLRA

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

Lido Advisors's SHO Position: Q3 2024 in Review

Lido Advisors sold out of Sunstone Hotel Investors (SHO) in Q3 2024, closing a stake of 25,217 shares — an estimated $266K sold.

Lido Advisors first reported a position in SHO in Q3 2022 and held it in 5 quarters. The position peaked at $330K in Q4 2022. 233 funds tracked by Wall St. Rank hold SHO as of Q3 2024.

Lido Advisors reported no remaining Sunstone Hotel Investors position as of Q3 2024 after selling out during the quarter.
Lido Advisors sold 25,217 Sunstone Hotel Investors shares in Q3 2024, an estimated $266K.
Lido Advisors first reported a position in Sunstone Hotel Investors in Q3 2022 and held it in 5 quarters.
Lido Advisors's Sunstone Hotel Investors position peaked at $330K in Q4 2022.
233 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.