NewEdge Advisors’s Sunstone Hotel Investors SHO Stock Holding History

NewEdge Advisors’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
2023 Q1	–	Sell	-275	Closed	-$2.66K	–	4041
2022 Q4	$2.66K	Buy	+275	New	+$2.84K	﹤0.01%	2765
2019 Q1	–	Sell	-16,674	Closed	-$217	–	707
2018 Q4	$217	Buy	+16,674	New	+$245K	0.01%	570

Other funds holding SHO

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

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewEdge Advisors's SHO Position: Q1 2023 in Review

NewEdge Advisors sold out of Sunstone Hotel Investors (SHO) in Q1 2023, closing a stake of 275 shares — an estimated $2.66K sold.

NewEdge Advisors first reported a position in SHO in Q4 2018 and held it in 2 quarters. The position peaked at $2.66K in Q4 2022. 219 funds tracked by Wall St. Rank hold SHO as of Q1 2023.

NewEdge Advisors reported no remaining Sunstone Hotel Investors position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 275 Sunstone Hotel Investors shares in Q1 2023, an estimated $2.66K.
NewEdge Advisors first reported a position in Sunstone Hotel Investors in Q4 2018 and held it in 2 quarters.
NewEdge Advisors's Sunstone Hotel Investors position peaked at $2.66K in Q4 2022.
219 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.