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Stephens Inc’s Sunstone Hotel Investors SHO Stock Holding History

Stephens Inc’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
2021
Q4 		– Sell
-11,290
Closed -$135K – 1408
2021
Q3 		$135K Buy
11,290
+125
+1% +$1.46K ﹤0.01% 1252
2021
Q2 		$139K Sell
11,165
-29
-0.3% -$369 ﹤0.01% 1243
2021
Q1 		$139K Sell
11,194
-64
-0.6% -$764 ﹤0.01% 1203
2020
Q4 		$128K Buy
+11,258
New +$108K ﹤0.01% 1129

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stephens Inc's SHO Position: Q4 2021 in Review

Stephens Inc sold out of Sunstone Hotel Investors (SHO) in Q4 2021, closing a stake of 11,290 shares — an estimated $135K sold.

Stephens Inc first reported a position in SHO in Q4 2020 and held it in 4 quarters. The position peaked at $139K in Q2 2021. 213 funds tracked by Wall St. Rank hold SHO as of Q4 2021.

  • Stephens Inc reported no remaining Sunstone Hotel Investors position as of Q4 2021 after selling out during the quarter.
  • Stephens Inc sold 11,290 Sunstone Hotel Investors shares in Q4 2021, an estimated $135K.
  • Stephens Inc first reported a position in Sunstone Hotel Investors in Q4 2020 and held it in 4 quarters.
  • Stephens Inc's Sunstone Hotel Investors position peaked at $139K in Q2 2021.
  • 213 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2021.

Based on Stephens Inc's 13F filing for Q4 2021, filed 7 Mar 2022.