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Plante Moran Financial Advisors’s Summit Hotel Properties INN Stock Holding History

Plante Moran Financial Advisors’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
2022
Q3 		– Sell
-91
Closed -$1K – 956
2022
Q2 		$1K Buy
+91
New +$800 ﹤0.01% 913
2016
Q1 		– Sell
-2,020
Closed -$24K – 946
2015
Q4 		$24K Buy
2,020
+830
+70% +$10.6K 0.02% 417
2015
Q3 		$14K Hold
1,190
– – 0.01% 432
2015
Q2 		$15K Hold
1,190
– – 0.01% 459
2015
Q1 		$17K Hold
1,190
– – 0.01% 431
2014
Q4 		$15K Hold
1,190
– – 0.01% 452
2014
Q3 		$13K Hold
1,190
– – 0.01% 486
2014
Q2 		$13K Buy
+1,190
New +$11.5K 0.01% 456

Other funds holding INN

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Plante Moran Financial Advisors's INN Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Summit Hotel Properties (INN) in Q3 2022, closing a stake of 91 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in INN in Q2 2014 and held it in 8 quarters. The position peaked at $24K in Q4 2015. 207 funds tracked by Wall St. Rank hold INN as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Summit Hotel Properties position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 91 Summit Hotel Properties shares in Q3 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Summit Hotel Properties in Q2 2014 and held it in 8 quarters.
  • Plante Moran Financial Advisors's Summit Hotel Properties position peaked at $24K in Q4 2015.
  • 207 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.