MPWT
BHR

MassMutual Private Wealth & Trust’s Braemar Hotels & Resorts BHR Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-118
Closed -$327 – 1960
2023
Q3 		$327 Buy
+118
New +$366 ﹤0.01% 1880

Other funds holding BHR

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JRCM
Jones Road Capital Management New York $55.3M AUM 29.97% 1-Year Est. Return

MassMutual Private Wealth & Trust's BHR Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of Braemar Hotels & Resorts (BHR) in Q4 2023, closing a stake of 118 shares — an estimated $327 sold.

MassMutual Private Wealth & Trust first reported a position in BHR in Q3 2023 and held it in 1 quarter. The position peaked at $327 in Q3 2023. 107 funds tracked by Wall St. Rank hold BHR as of Q4 2023.

  • MassMutual Private Wealth & Trust reported no remaining Braemar Hotels & Resorts position as of Q4 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 118 Braemar Hotels & Resorts shares in Q4 2023, an estimated $327.
  • MassMutual Private Wealth & Trust first reported a position in Braemar Hotels & Resorts in Q3 2023 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Braemar Hotels & Resorts position peaked at $327 in Q3 2023.
  • 107 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.