MOTCO’s Sunstone Hotel Investors SHO Stock Holding History

MOTCO’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 Q4	–	Sell	-139	Closed	-$2K	–	600
2021 Q3	$2K	Hold	139	–	–	﹤0.01%	585
2021 Q2	$2K	Buy	+139	New	+$1.77K	﹤0.01%	609

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MOTCO's SHO Position: Q4 2021 in Review

MOTCO sold out of Sunstone Hotel Investors (SHO) in Q4 2021, closing a stake of 139 shares — an estimated $2K sold.

MOTCO first reported a position in SHO in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 213 funds tracked by Wall St. Rank hold SHO as of Q4 2021.

MOTCO reported no remaining Sunstone Hotel Investors position as of Q4 2021 after selling out during the quarter.
MOTCO sold 139 Sunstone Hotel Investors shares in Q4 2021, an estimated $2K.
MOTCO first reported a position in Sunstone Hotel Investors in Q2 2021 and held it in 2 quarters.
MOTCO's Sunstone Hotel Investors position peaked at $2K in Q3 2021.
213 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2021.

Based on MOTCO's 13F filing for Q4 2021, filed 8 Feb 2022.