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Raymond James & Associates’s Sunstone Hotel Investors SHO Stock Holding History

Raymond James & Associates’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
2024
Q3 		$846K Buy
81,999
+2,204
+3% +$22.5K ﹤0.01% 2786
2024
Q2 		$835K Buy
79,795
+6,099
+8% +$63.2K ﹤0.01% 2748
2024
Q1 		$821K Sell
73,696
-4,224
-5% -$46.1K ﹤0.01% 2727
2023
Q4 		$836K Buy
77,920
+18,443
+31% +$182K ﹤0.01% 2626
2023
Q3 		$556K Buy
59,477
+5,063
+9% +$47.8K ﹤0.01% 2826
2023
Q2 		$551K Buy
54,414
+2,738
+5% +$27.3K ﹤0.01% 2880
2023
Q1 		$511K Buy
51,676
+7,100
+16% +$72K ﹤0.01% 2910
2022
Q4 		$431K Buy
44,576
+4,217
+10% +$43.6K ﹤0.01% 2997
2022
Q3 		$380K Buy
40,359
+4,804
+14% +$51.9K ﹤0.01% 3029
2022
Q2 		$353K Sell
35,555
-353
-1% -$4.04K ﹤0.01% 3128
2022
Q1 		$423K Sell
35,908
-11,159
-24% -$127K ﹤0.01% 3168
2021
Q4 		$552K Buy
47,067
+382
+0.8% +$4.57K ﹤0.01% 3011
2021
Q3 		$557K Buy
46,685
+12,435
+36% +$145K ﹤0.01% 2990
2021
Q2 		$425K Buy
34,250
+4,507
+15% +$57.4K ﹤0.01% 3207
2021
Q1 		$371K Sell
29,743
-3,461
-10% -$41.3K ﹤0.01% 3223
2020
Q4 		$376K Buy
33,204
+18,212
+121% +$174K ﹤0.01% 2990
2020
Q3 		$119K Buy
14,992
+120
+0.8% +$951 ﹤0.01% 3354
2020
Q2 		$121K Sell
14,872
-33,331
-69% -$289K ﹤0.01% 3254
2020
Q1 		$420K Buy
+48,203
New +$561K ﹤0.01% 2538

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Raymond James & Associates's SHO Position: Q3 2024 in Review

Raymond James & Associates increased its Sunstone Hotel Investors (SHO) stake by 2.8% in Q3 2024, buying an estimated $22.5K and bringing the position to 81,999 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

Raymond James & Associates first reported a position in SHO in Q1 2020 and has held it in 19 quarters since. 233 funds tracked by Wall St. Rank hold SHO as of Q3 2024.

  • Raymond James & Associates held 81,999 shares of Sunstone Hotel Investors worth $846K as of Q3 2024.
  • Raymond James & Associates bought 2,204 Sunstone Hotel Investors shares in Q3 2024, an estimated $22.5K.
  • Sunstone Hotel Investors made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2786 holding.
  • Raymond James & Associates first reported a position in Sunstone Hotel Investors in Q1 2020 and has held it in 19 quarters since.
  • 233 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.