Monarch Partners Asset Management’s Sunstone Hotel Investors SHO Stock Holding History

Monarch Partners Asset Management’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
2021 Q2	–	Sell	-289,188	Closed	-$3.6M	–	171
2021 Q1	$3.6M	Sell	289,188 -16,181	-5%	-$193K	0.54%	76
2020 Q4	$3.46M	Buy	+305,369	New	+$2.92M	0.6%	73
2019 Q1	–	Sell	-269,238	Closed	-$3.5M	–	198
2018 Q4	$3.5M	Sell	269,238 -599,742	-69%	-$8.82M	0.51%	65
2018 Q3	$14.2M	Buy	+868,980	New	+$14.3M	1.29%	23

Other funds holding SHO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Monarch Partners Asset Management's SHO Position: Q2 2021 in Review

Monarch Partners Asset Management sold out of Sunstone Hotel Investors (SHO) in Q2 2021, closing a stake of 289,188 shares — an estimated $3.6M sold.

Monarch Partners Asset Management first reported a position in SHO in Q3 2018 and held it in 4 quarters. The position peaked at $14.2M in Q3 2018. 190 funds tracked by Wall St. Rank hold SHO as of Q2 2021.

Monarch Partners Asset Management reported no remaining Sunstone Hotel Investors position as of Q2 2021 after selling out during the quarter.
Monarch Partners Asset Management sold 289,188 Sunstone Hotel Investors shares in Q2 2021, an estimated $3.6M.
Monarch Partners Asset Management first reported a position in Sunstone Hotel Investors in Q3 2018 and held it in 4 quarters.
Monarch Partners Asset Management's Sunstone Hotel Investors position peaked at $14.2M in Q3 2018.
190 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2021.

Based on Monarch Partners Asset Management's 13F filing for Q2 2021, filed 30 Jul 2021.