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Systematic Financial Management’s Sunstone Hotel Investors SHO Stock Holding History

Systematic Financial Management’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
2020
Q2 		– Sell
-38,615
Closed -$336K – 540
2020
Q1 		$336K Buy
+38,615
New +$449K 0.02% 279
2019
Q4 		– Sell
-41,180
Closed -$566K – 565
2019
Q3 		$566K Sell
41,180
-24,450
-37% -$328K 0.03% 281
2019
Q2 		$900K Buy
+65,630
New +$929K 0.04% 383
2018
Q1 		– Sell
-90,025
Closed -$1.49M – 675
2017
Q4 		$1.49M Sell
90,025
-6,930
-7% -$115K 0.03% 403
2017
Q3 		$1.56M Sell
96,955
-14,155
-13% -$225K 0.03% 395
2017
Q2 		$1.79M Sell
111,110
-9,015
-8% -$142K 0.03% 381
2017
Q1 		$1.84M Sell
120,125
-674,302
-85% -$10M 0.03% 375
2016
Q4 		$12.1M Sell
794,427
-2,064,739
-72% -$28.8M 0.19% 160
2016
Q3 		$36.6M Sell
2,859,166
-1,603,851
-36% -$21M 0.51% 58
2016
Q2 		$53.9M Sell
4,463,017
-31,730
-0.7% -$397K 0.73% 39
2016
Q1 		$62.9M Sell
4,494,747
-1,388,397
-24% -$17.1M 0.79% 35
2015
Q4 		$73.5M Sell
5,883,144
-112,284
-2% -$1.59M 0.8% 39
2015
Q3 		$79.3M Sell
5,995,428
-374,315
-6% -$5.39M 0.84% 31
2015
Q2 		$95.6M Buy
6,369,743
+1,237,740
+24% +$19.5M 0.82% 30
2015
Q1 		$85.5M Sell
5,132,003
-1,855,311
-27% -$31.8M 0.68% 45
2014
Q4 		$115M Sell
6,987,314
-1,563,759
-18% -$24.2M 0.85% 23
2014
Q3 		$118M Buy
8,551,073
+3,143,548
+58% +$45.6M 0.86% 20
2014
Q2 		$80.7M Buy
+5,407,525
New +$77.5M 0.55% 53

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Systematic Financial Management's SHO Position: Q2 2020 in Review

Systematic Financial Management sold out of Sunstone Hotel Investors (SHO) in Q2 2020, closing a stake of 38,615 shares — an estimated $336K sold.

Systematic Financial Management first reported a position in SHO in Q2 2014 and held it in 18 quarters. The position peaked at $118M in Q3 2014. 210 funds tracked by Wall St. Rank hold SHO as of Q2 2020.

  • Systematic Financial Management reported no remaining Sunstone Hotel Investors position as of Q2 2020 after selling out during the quarter.
  • Systematic Financial Management sold 38,615 Sunstone Hotel Investors shares in Q2 2020, an estimated $336K.
  • Systematic Financial Management first reported a position in Sunstone Hotel Investors in Q2 2014 and held it in 18 quarters.
  • Systematic Financial Management's Sunstone Hotel Investors position peaked at $118M in Q3 2014.
  • 210 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2020.

Based on Systematic Financial Management's 13F filing for Q2 2020, filed 13 Aug 2020.