OPS
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Orion Portfolio Solutions’s Sunstone Hotel Investors SHO Stock Holding History

Orion Portfolio Solutions’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
2020
Q1 		– Sell
-79
Closed -$1K – 2262
2019
Q4 		$1K Buy
+79
New +$1.1K ﹤0.01% 1723

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's SHO Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Sunstone Hotel Investors (SHO) in Q1 2020, closing a stake of 79 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in SHO in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 202 funds tracked by Wall St. Rank hold SHO as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining Sunstone Hotel Investors position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 79 Sunstone Hotel Investors shares in Q1 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Sunstone Hotel Investors in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's Sunstone Hotel Investors position peaked at $1K in Q4 2019.
  • 202 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.