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RFP Financial Group’s Sunstone Hotel Investors SHO Stock Holding History

RFP Financial Group’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
-222
Closed -$2.08K – 984
2023
Q3 		$2.08K Hold
222
– – ﹤0.01% 651
2023
Q2 		$2.25K Hold
222
– – ﹤0.01% 684
2023
Q1 		$2.19K Hold
222
– – ﹤0.01% 504
2022
Q4 		$2.15K Buy
+222
New +$2.29K ﹤0.01% 643

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

RFP Financial Group's SHO Position: Q4 2023 in Review

RFP Financial Group sold out of Sunstone Hotel Investors (SHO) in Q4 2023, closing a stake of 222 shares — an estimated $2.08K sold.

RFP Financial Group first reported a position in SHO in Q4 2022 and held it in 4 quarters. The position peaked at $2.25K in Q2 2023. 232 funds tracked by Wall St. Rank hold SHO as of Q4 2023.

  • RFP Financial Group reported no remaining Sunstone Hotel Investors position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 222 Sunstone Hotel Investors shares in Q4 2023, an estimated $2.08K.
  • RFP Financial Group first reported a position in Sunstone Hotel Investors in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Sunstone Hotel Investors position peaked at $2.25K in Q2 2023.
  • 232 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.