Tarbox Family Office’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Tarbox Family Office’s Portfolio HT Stock Details HT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-302	Closed	-$3K	–	1060
2022 Q1	$3K	Hold	302	–	–	﹤0.01%	753
2021 Q4	$3K	Hold	302	–	–	﹤0.01%	825
2021 Q3	$3K	Hold	302	–	–	﹤0.01%	869
2021 Q2	$3K	Hold	302	–	–	﹤0.01%	875
2021 Q1	$3K	Hold	302	–	–	﹤0.01%	820
2020 Q4	$2K	Hold	302	–	–	﹤0.01%	924
2020 Q3	$2K	Hold	302	–	–	﹤0.01%	871
2020 Q2	$2K	Buy	+302	New	+$1.61K	﹤0.01%	864
2019 Q3	–	Sell	-96	Closed	-$2K	–	1162
2019 Q2	$2K	Buy	+96	New	+$1.7K	﹤0.01%	836

Other funds holding HT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

1060 Capital Denver, Colorado $82.3M AUM 146.68% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LCM

LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Tarbox Family Office's HT Position: Q2 2022 in Review

Tarbox Family Office sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q2 2022, closing a stake of 302 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in HT in Q2 2019 and held it in 9 quarters. The position peaked at $3K in Q1 2022. 156 funds tracked by Wall St. Rank hold HT as of Q2 2022.

Tarbox Family Office reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 302 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q2 2022, an estimated $3K.
Tarbox Family Office first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q2 2019 and held it in 9 quarters.
Tarbox Family Office's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $3K in Q1 2022.
156 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.