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Mendota Financial Group’s Sunstone Hotel Investors SHO Stock Holding History

Mendota Financial Group’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
Q4 		– Sell
-16
Closed -$166 – 1028
2024
Q3 		$166 Buy
+16
New +$164 ﹤0.01% 705

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Blackstone Inc
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Principal Financial Group
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Citadel Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Mendota Financial Group's SHO Position: Q4 2024 in Review

Mendota Financial Group sold out of Sunstone Hotel Investors (SHO) in Q4 2024, closing a stake of 16 shares — an estimated $166 sold.

Mendota Financial Group first reported a position in SHO in Q3 2024 and held it in 1 quarter. The position peaked at $166 in Q3 2024. 242 funds tracked by Wall St. Rank hold SHO as of Q4 2024.

  • Mendota Financial Group reported no remaining Sunstone Hotel Investors position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 16 Sunstone Hotel Investors shares in Q4 2024, an estimated $166.
  • Mendota Financial Group first reported a position in Sunstone Hotel Investors in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Sunstone Hotel Investors position peaked at $166 in Q3 2024.
  • 242 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.