MFT
INN

Moisand Fitzgerald Tamayo’s Summit Hotel Properties INN Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-242
Closed -$1.4K – 733
2023
Q3 		$1.4K Sell
242
-110
-31% -$657 ﹤0.01% 610
2023
Q2 		$2.29K Hold
352
– – ﹤0.01% 525
2023
Q1 		$2.46K Hold
352
– – ﹤0.01% 519
2022
Q4 		$2.54K Buy
352
+110
+45% +$861 ﹤0.01% 508
2022
Q3 		$2K Buy
+242
New +$1.89K ﹤0.01% 511

Other funds holding INN

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moisand Fitzgerald Tamayo's INN Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Summit Hotel Properties (INN) in Q4 2023, closing a stake of 242 shares — an estimated $1.4K sold.

Moisand Fitzgerald Tamayo first reported a position in INN in Q3 2022 and held it in 5 quarters. The position peaked at $2.54K in Q4 2022. 192 funds tracked by Wall St. Rank hold INN as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Summit Hotel Properties position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 242 Summit Hotel Properties shares in Q4 2023, an estimated $1.4K.
  • Moisand Fitzgerald Tamayo first reported a position in Summit Hotel Properties in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's Summit Hotel Properties position peaked at $2.54K in Q4 2022.
  • 192 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.