PVH
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Psagot Value Holdings’s Sunstone Hotel Investors SHO Stock Holding History

Psagot Value Holdings’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
Q4 		– Sell
-32
Closed – – 594
2023
Q3 		$0 Sell
32
-27
-46% -$255 ﹤0.01% 605
2023
Q2 		$1K Buy
59
+8
+16% +$80 ﹤0.01% 521
2023
Q1 		$0 Buy
+51
New +$517 ﹤0.01% 594
2014
Q2 		– Sell
-6,457
Closed -$89K – 449
2014
Q1 		$89K Sell
6,457
-1,983
-23% -$26.5K ﹤0.01% 330
2013
Q4 		$113K Sell
8,440
-3,459
-29% -$45.5K ﹤0.01% 314
2013
Q3 		$152K Buy
+11,899
New +$152K 0.01% 301

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Tarsadia Capital New York $5.64M AUM 15.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Psagot Value Holdings's SHO Position: Q4 2023 in Review

Psagot Value Holdings sold out of Sunstone Hotel Investors (SHO) in Q4 2023, closing a stake of 32 shares.

Psagot Value Holdings first reported a position in SHO in Q3 2013 and held it in 6 quarters. The position peaked at $152K in Q3 2013. 232 funds tracked by Wall St. Rank hold SHO as of Q4 2023.

  • Psagot Value Holdings reported no remaining Sunstone Hotel Investors position as of Q4 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 32 Sunstone Hotel Investors shares in Q4 2023.
  • Psagot Value Holdings first reported a position in Sunstone Hotel Investors in Q3 2013 and held it in 6 quarters.
  • Psagot Value Holdings's Sunstone Hotel Investors position peaked at $152K in Q3 2013.
  • 232 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.