McCarthy Asset Management’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

McCarthy Asset Management’s Portfolio HT Stock Details HT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-200	Closed	-$2K	–	366
2021 Q3	$2K	Hold	200	–	–	﹤0.01%	311
2021 Q2	$2K	Hold	200	–	–	﹤0.01%	366
2021 Q1	$2K	Buy	+200	New	+$1.93K	﹤0.01%	323

Other funds holding HT

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

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

McCarthy Asset Management's HT Position: Q4 2021 in Review

McCarthy Asset Management sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q4 2021, closing a stake of 200 shares — an estimated $2K sold.

McCarthy Asset Management first reported a position in HT in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 153 funds tracked by Wall St. Rank hold HT as of Q4 2021.

McCarthy Asset Management reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q4 2021 after selling out during the quarter.
McCarthy Asset Management sold 200 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q4 2021, an estimated $2K.
McCarthy Asset Management first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q1 2021 and held it in 3 quarters.
McCarthy Asset Management's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $2K in Q3 2021.
153 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q4 2021.

Based on McCarthy Asset Management's 13F filing for Q4 2021, filed 7 Feb 2022.