SW
BHR

SVB Wealth’s Braemar Hotels & Resorts BHR Stock Holding History

SVB Wealth’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-95,556
Closed -$393K – 1015
2022
Q4 		$393K Buy
95,556
+3,661
+4% +$15K 0.01% 629
2022
Q3 		$395K Hold
91,895
– – 0.01% 586
2022
Q2 		$394K Hold
91,895
– – 0.01% 492
2022
Q1 		$568K Hold
91,895
– – 0.01% 427
2021
Q4 		$469K Buy
+91,895
New +$451K 0.01% 456
2021
Q3 		– Sell
-91,895
Closed -$571K – 1009
2021
Q2 		$571K Hold
91,895
– – 0.01% 541
2021
Q1 		$558K Hold
91,895
– – 0.01% 489
2020
Q4 		$424K Hold
91,895
– – 0.01% 518
2020
Q3 		$230K Buy
+91,895
New +$233K ﹤0.01% 594

Other funds holding BHR

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
DKP
Davidson Kempner Partners New York $5.16B AUM
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
JRCM
Jones Road Capital Management New York $55.3M AUM 29.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SVB Wealth's BHR Position: Q1 2023 in Review

SVB Wealth sold out of Braemar Hotels & Resorts (BHR) in Q1 2023, closing a stake of 95,556 shares — an estimated $393K sold.

SVB Wealth first reported a position in BHR in Q3 2020 and held it in 9 quarters. The position peaked at $571K in Q2 2021. 127 funds tracked by Wall St. Rank hold BHR as of Q1 2023.

  • SVB Wealth reported no remaining Braemar Hotels & Resorts position as of Q1 2023 after selling out during the quarter.
  • SVB Wealth sold 95,556 Braemar Hotels & Resorts shares in Q1 2023, an estimated $393K.
  • SVB Wealth first reported a position in Braemar Hotels & Resorts in Q3 2020 and held it in 9 quarters.
  • SVB Wealth's Braemar Hotels & Resorts position peaked at $571K in Q2 2021.
  • 127 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q1 2023.

Based on SVB Wealth's 13F filing for Q1 2023, filed 12 May 2023.