Simplex Trading
SHO icon

Simplex Trading’s Sunstone Hotel Investors SHO Stock Holding History

Simplex Trading’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
2026
Q1 		$901 Sell
100
-100
-50% -$918 ﹤0.01% 8622
2025
Q4 		$1.79K Hold
200
– – ﹤0.01% 7865
2025
Q3 		$1K Buy
+200
New +$1.84K ﹤0.01% 8875
2024
Q2 		– Sell
-5,500
Closed -$61K – 9702
2024
Q1 		$61K Buy
5,500
+400
+8% +$4.37K ﹤0.01% 6091
2023
Q4 		$54K Buy
+5,100
New +$50.3K ﹤0.01% 6016
2023
Q2 		– Sell
-9,100
Closed -$89K – 9849
2023
Q1 		$89K Buy
9,100
+5,900
+184% +$59.9K ﹤0.01% 5286
2022
Q4 		$30K Buy
3,200
+2,700
+540% +$27.9K ﹤0.01% 6473
2022
Q3 		$4K Sell
500
-100
-17% -$1.08K ﹤0.01% 8960
2022
Q2 		$5K Sell
600
-6,900
-92% -$78.9K ﹤0.01% 8859
2022
Q1 		$88K Buy
7,500
+100
+1% +$1.14K ﹤0.01% 6333
2021
Q4 		$86K Buy
+7,400
New +$88.5K ﹤0.01% 6484
2020
Q4 		– Sell
-80
Closed -$63K – 9000
2020
Q3 		$63K Sell
80
-17
-18% -$135 ﹤0.01% 5391
2020
Q2 		$79K Buy
97
+51
+111% +$443 ﹤0.01% 5049
2020
Q1 		$40K Buy
+46
New +$535 ﹤0.01% 5371

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Simplex Trading's SHO Position: Q3 2023 in Review

Simplex Trading sold out of Sunstone Hotel Investors (SHO) in Q3 2023, closing a stake of 738 shares — an estimated $6.97K sold.

Simplex Trading first reported a position in SHO in Q3 2015 and held it in 17 quarters. The position peaked at $365K in Q4 2020. 231 funds tracked by Wall St. Rank hold SHO as of Q3 2023.

  • Simplex Trading reported no remaining Sunstone Hotel Investors position as of Q3 2023 after selling out during the quarter.
  • Simplex Trading sold 738 Sunstone Hotel Investors shares in Q3 2023, an estimated $6.97K.
  • Simplex Trading first reported a position in Sunstone Hotel Investors in Q3 2015 and held it in 17 quarters.
  • Simplex Trading's Sunstone Hotel Investors position peaked at $365K in Q4 2020.
  • 231 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2023.

Based on Simplex Trading's 13F filing for Q3 2023, filed 1 Nov 2023.