Shelton Capital Management’s Sunstone Hotel Investors SHO Stock Holding History

Shelton Capital Management’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 Q1	–	Sell	-10,119	Closed	-$109K	–	763
2023 Q4	$109K	Hold	10,119	–	–	﹤0.01%	720
2023 Q3	$94.6K	Sell	10,119 -1,868	-16%	-$17.7K	﹤0.01%	690
2023 Q2	$121K	Hold	11,987	–	–	﹤0.01%	717
2023 Q1	$118K	Sell	11,987 -1,502	-11%	-$15.2K	﹤0.01%	718
2022 Q4	$130K	Hold	13,489	–	–	0.01%	667
2022 Q3	$127K	Buy	+13,489	New	+$146K	0.01%	668
2020 Q4	–	Sell	-16,850	Closed	-$134K	–	806
2020 Q3	$134K	Sell	16,850 -3,000	-15%	-$23.8K	0.01%	725
2020 Q2	$162K	Hold	19,850	–	–	0.01%	619
2020 Q1	$173K	Hold	19,850	–	–	0.01%	561
2019 Q4	$276K	Sell	19,850 -2,300	-10%	-$31.9K	0.02%	572
2019 Q3	$304K	Buy	22,150 +6,900	+45%	+$92.5K	0.02%	526
2019 Q2	$209K	Buy	15,250 +15,030	+6,832%	+$213K	0.01%	749
2019 Q1	$15.3K	Sell	220 -15,030	-99%	-$216K	0.06%	271
2018 Q4	$198K	Hold	15,250	–	–	0.01%	709
2018 Q3	$249K	Buy	+15,250	New	+$252K	0.01%	721

Other funds holding SHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $25.6B AUM 26.83% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Shelton Capital Management's SHO Position: Q1 2024 in Review

Shelton Capital Management sold out of Sunstone Hotel Investors (SHO) in Q1 2024, closing a stake of 10,119 shares — an estimated $109K sold.

Shelton Capital Management first reported a position in SHO in Q3 2018 and held it in 15 quarters. The position peaked at $304K in Q3 2019. 239 funds tracked by Wall St. Rank hold SHO as of Q1 2024.

Shelton Capital Management reported no remaining Sunstone Hotel Investors position as of Q1 2024 after selling out during the quarter.
Shelton Capital Management sold 10,119 Sunstone Hotel Investors shares in Q1 2024, an estimated $109K.
Shelton Capital Management first reported a position in Sunstone Hotel Investors in Q3 2018 and held it in 15 quarters.
Shelton Capital Management's Sunstone Hotel Investors position peaked at $304K in Q3 2019.
239 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2024.

Based on Shelton Capital Management's 13F filing for Q1 2024, filed 15 May 2024.