Stifel Financial
INN

Stifel Financial’s Summit Hotel Properties INN Stock Holding History

Stifel Financial’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,558
Closed -$88.3K – 3347
2023
Q2 		$88.3K Buy
+13,558
New +$89.7K ﹤0.01% 3186
2022
Q1 		– Sell
-69,543
Closed -$679K – 3436
2021
Q4 		$679K Buy
+69,543
New +$675K ﹤0.01% 2412
2016
Q3 		– Sell
-13,433
Closed -$179K – 2449
2016
Q2 		$179K Buy
13,433
+1,639
+14% +$19.6K ﹤0.01% 2286
2016
Q1 		$141K Buy
+11,794
New +$126K ﹤0.01% 2067

Other funds holding INN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial's INN Position: Q3 2023 in Review

Stifel Financial sold out of Summit Hotel Properties (INN) in Q3 2023, closing a stake of 13,558 shares — an estimated $88.3K sold.

Stifel Financial first reported a position in INN in Q1 2016 and held it in 4 quarters. The position peaked at $679K in Q4 2021. 206 funds tracked by Wall St. Rank hold INN as of Q3 2023.

  • Stifel Financial reported no remaining Summit Hotel Properties position as of Q3 2023 after selling out during the quarter.
  • Stifel Financial sold 13,558 Summit Hotel Properties shares in Q3 2023, an estimated $88.3K.
  • Stifel Financial first reported a position in Summit Hotel Properties in Q1 2016 and held it in 4 quarters.
  • Stifel Financial's Summit Hotel Properties position peaked at $679K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q3 2023.

Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.