Stifel Financial
SHO icon

Stifel Financial’s Sunstone Hotel Investors SHO Stock Holding History

Stifel Financial’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
2023
Q2 		– Sell
-18,056
Closed -$178K – 3406
2023
Q1 		$178K Sell
18,056
-11,168
-38% -$113K ﹤0.01% 3077
2022
Q4 		$282K Sell
29,224
-9,781
-25% -$101K ﹤0.01% 2797
2022
Q3 		$367K Sell
39,005
-374
-0.9% -$4.04K ﹤0.01% 2621
2022
Q2 		$391K Sell
39,379
-968
-2% -$11.1K ﹤0.01% 2611
2022
Q1 		$476K Sell
40,347
-15,161
-27% -$172K ﹤0.01% 2604
2021
Q4 		$651K Sell
55,508
-3,816
-6% -$45.6K ﹤0.01% 2436
2021
Q3 		$708K Sell
59,324
-195
-0.3% -$2.27K ﹤0.01% 2346
2021
Q2 		$739K Buy
59,519
+3,359
+6% +$42.8K ﹤0.01% 2329
2021
Q1 		$700K Buy
56,160
+414
+0.7% +$4.94K ﹤0.01% 2259
2020
Q4 		$632K Buy
55,746
+18,536
+50% +$177K ﹤0.01% 2165
2020
Q3 		$295K Sell
37,210
-10,518
-22% -$83.4K ﹤0.01% 2417
2020
Q2 		$389K Sell
47,728
-1,047
-2% -$9.09K ﹤0.01% 2200
2020
Q1 		$428K Buy
48,775
+3,856
+9% +$44.9K ﹤0.01% 1965
2019
Q4 		$624K Sell
44,919
-17
-0% -$236 ﹤0.01% 2127
2019
Q3 		$615K Sell
44,936
-8,257
-16% -$111K ﹤0.01% 2049
2019
Q2 		$727K Buy
53,193
+919
+2% +$13K ﹤0.01% 1991
2019
Q1 		$751K Buy
52,274
+5,018
+11% +$72.2K ﹤0.01% 1833
2018
Q4 		$615K Hold
47,256
– – ﹤0.01% 1830
2018
Q3 		$773K Hold
47,256
– – ﹤0.01% 1846
2018
Q2 		$785K Buy
47,256
+720
+2% +$11.7K ﹤0.01% 1779
2018
Q1 		$708K Buy
46,536
+815
+2% +$12.8K ﹤0.01% 1769
2017
Q4 		$756K Buy
45,721
+1,450
+3% +$24K ﹤0.01% 1688
2017
Q3 		$711K Buy
44,271
+991
+2% +$15.7K ﹤0.01% 1682
2017
Q2 		$698K Buy
43,280
+2,400
+6% +$37.8K ﹤0.01% 1678
2017
Q1 		$627K Hold
40,880
– – ﹤0.01% 1688
2016
Q4 		$623K Hold
40,880
– – ﹤0.01% 1658
2016
Q3 		$523K Sell
40,880
-1
-0% -$13 ﹤0.01% 1706
2016
Q2 		$493K Sell
40,881
-371
-0.9% -$4.65K ﹤0.01% 1760
2016
Q1 		$577K Buy
+41,252
New +$508K ﹤0.01% 1506

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Financial's SHO Position: Q2 2023 in Review

Stifel Financial sold out of Sunstone Hotel Investors (SHO) in Q2 2023, closing a stake of 18,056 shares — an estimated $178K sold.

Stifel Financial first reported a position in SHO in Q1 2016 and held it in 29 quarters. The position peaked at $785K in Q2 2018. 227 funds tracked by Wall St. Rank hold SHO as of Q2 2023.

  • Stifel Financial reported no remaining Sunstone Hotel Investors position as of Q2 2023 after selling out during the quarter.
  • Stifel Financial sold 18,056 Sunstone Hotel Investors shares in Q2 2023, an estimated $178K.
  • Stifel Financial first reported a position in Sunstone Hotel Investors in Q1 2016 and held it in 29 quarters.
  • Stifel Financial's Sunstone Hotel Investors position peaked at $785K in Q2 2018.
  • 227 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2023.

Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.