TFO
INN

Tarbox Family Office’s Summit Hotel Properties INN Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-417
Closed -$4K – 542
2022
Q1 		$4K Hold
417
– – ﹤0.01% 599
2021
Q4 		$4K Hold
417
– – ﹤0.01% 673
2021
Q3 		$4K Hold
417
– – ﹤0.01% 714
2021
Q2 		$4K Hold
417
– – ﹤0.01% 719
2021
Q1 		$4K Hold
417
– – ﹤0.01% 644
2020
Q4 		$4K Hold
417
– – ﹤0.01% 596
2020
Q3 		$2K Hold
417
– – ﹤0.01% 787
2020
Q2 		$2K Buy
+417
New +$2.35K ﹤0.01% 777
2020
Q1 		– Sell
-362
Closed -$4K – 1213
2019
Q4 		$4K Hold
362
– – ﹤0.01% 563
2019
Q3 		$4K Hold
362
– – ﹤0.01% 506
2019
Q2 		$4K Buy
+362
New +$4.26K ﹤0.01% 505

Other funds holding INN

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return