MIFH
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Migdal Insurance & Financial Holdings’s Sunstone Hotel Investors SHO Stock Holding History

Migdal Insurance & Financial Holdings’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
-276
Closed -$3K – 466
2024
Q3 		$3K Sell
276
-283
-51% -$2.89K ﹤0.01% 382
2024
Q2 		$6K Buy
+559
New +$5.79K ﹤0.01% 469
2024
Q1 		– Sell
-561
Closed -$6K – 465
2023
Q4 		$6K Buy
561
+43
+8% +$424 ﹤0.01% 452
2023
Q3 		$5K Buy
518
+384
+287% +$3.63K ﹤0.01% 457
2023
Q2 		$1K Sell
134
-1,228
-90% -$12.2K ﹤0.01% 488
2023
Q1 		$13K Sell
1,362
-121
-8% -$1.23K ﹤0.01% 447
2022
Q4 		$14K Buy
1,483
+853
+135% +$8.82K ﹤0.01% 441
2022
Q3 		$6K Hold
630
– – ﹤0.01% 465
2022
Q2 		$6K Sell
630
-3,342
-84% -$38.2K ﹤0.01% 560
2022
Q1 		$48K Buy
3,972
+1,390
+54% +$15.8K ﹤0.01% 442
2021
Q4 		$30K Sell
2,582
-233
-8% -$2.79K ﹤0.01% 523
2021
Q3 		$34K Sell
2,815
-3,173
-53% -$37K ﹤0.01% 505
2021
Q2 		$74K Sell
5,988
-965
-14% -$12.3K ﹤0.01% 440
2021
Q1 		$87K Buy
6,953
+1,582
+29% +$18.9K ﹤0.01% 480
2020
Q4 		$61K Sell
5,371
-73,769
-93% -$706K ﹤0.01% 489
2020
Q3 		$628K Buy
+79,140
New +$627K 0.01% 344
2017
Q2 		– Sell
-18,784
Closed -$282K – 473
2017
Q1 		$282K Buy
+18,784
New +$280K 0.01% 296

Other funds holding SHO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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

Migdal Insurance & Financial Holdings's SHO Position: Q4 2024 in Review

Migdal Insurance & Financial Holdings sold out of Sunstone Hotel Investors (SHO) in Q4 2024, closing a stake of 276 shares — an estimated $3K sold.

Migdal Insurance & Financial Holdings first reported a position in SHO in Q1 2017 and held it in 17 quarters. The position peaked at $628K in Q3 2020. 243 funds tracked by Wall St. Rank hold SHO as of Q4 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Sunstone Hotel Investors position as of Q4 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 276 Sunstone Hotel Investors shares in Q4 2024, an estimated $3K.
  • Migdal Insurance & Financial Holdings first reported a position in Sunstone Hotel Investors in Q1 2017 and held it in 17 quarters.
  • Migdal Insurance & Financial Holdings's Sunstone Hotel Investors position peaked at $628K in Q3 2020.
  • 243 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2024, filed 28 Jan 2025.