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Money Concepts Capital’s Summit Hotel Properties INN Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-5,557
Closed -$40.1K – 1684
2022
Q4 		$40.1K Buy
+5,557
New +$43.5K ﹤0.01% 1332
2022
Q2 		– Sell
-7,536
Closed -$75K – 2035
2022
Q1 		$75K Buy
+7,536
New +$74K ﹤0.01% 1086

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State Street
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Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Money Concepts Capital's INN Position: Q1 2023 in Review

Money Concepts Capital sold out of Summit Hotel Properties (INN) in Q1 2023, closing a stake of 5,557 shares — an estimated $40.1K sold.

Money Concepts Capital first reported a position in INN in Q1 2022 and held it in 2 quarters. The position peaked at $75K in Q1 2022. 213 funds tracked by Wall St. Rank hold INN as of Q1 2023.

  • Money Concepts Capital reported no remaining Summit Hotel Properties position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 5,557 Summit Hotel Properties shares in Q1 2023, an estimated $40.1K.
  • Money Concepts Capital first reported a position in Summit Hotel Properties in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Summit Hotel Properties position peaked at $75K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.