SHA
SOHO

Seneca House Advisors’s Sotherly Hotels SOHO Stock Holding History

Seneca House Advisors’s Portfolio SOHO Stock Details SOHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31,700
Closed -$38.4K – 97
2024
Q3 		$38.4K Sell
31,700
-3,600
-10% -$4.43K 0.02% 88
2024
Q2 		$40.6K Sell
35,300
-19,452
-36% -$25.6K 0.02% 80
2024
Q1 		$79.4K Hold
54,752
– – 0.03% 83
2023
Q4 		$81.6K Sell
54,752
-2,750
-5% -$4.26K 0.04% 77
2023
Q3 		$93.7K Buy
57,502
+10,702
+23% +$21.4K 0.05% 76
2023
Q2 		$88.5K Buy
46,800
+2,740
+6% +$5.18K 0.04% 80
2023
Q1 		$87.9K Buy
44,060
+800
+2% +$1.71K 0.05% 82
2022
Q4 		$78.3K Buy
43,260
+7,200
+20% +$14.4K 0.04% 84
2022
Q3 		$68K Buy
+36,060
New +$80.3K 0.05% 79

Other funds holding SOHO

GCM
Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
RP
Repertoire Partners New York $143M AUM 28.83% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Seneca House Advisors's SOHO Position: Q4 2024 in Review

Seneca House Advisors sold out of Sotherly Hotels (SOHO) in Q4 2024, closing a stake of 31,700 shares — an estimated $38.4K sold.

Seneca House Advisors first reported a position in SOHO in Q3 2022 and held it in 9 quarters. The position peaked at $93.7K in Q3 2023. 27 funds tracked by Wall St. Rank hold SOHO as of Q4 2024.

  • Seneca House Advisors reported no remaining Sotherly Hotels position as of Q4 2024 after selling out during the quarter.
  • Seneca House Advisors sold 31,700 Sotherly Hotels shares in Q4 2024, an estimated $38.4K.
  • Seneca House Advisors first reported a position in Sotherly Hotels in Q3 2022 and held it in 9 quarters.
  • Seneca House Advisors's Sotherly Hotels position peaked at $93.7K in Q3 2023.
  • 27 funds tracked by Wall St. Rank held Sotherly Hotels as of Q4 2024.

Based on Seneca House Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.