Truist Financial
SHO icon

Truist Financial’s Sunstone Hotel Investors SHO Stock Holding History

Truist 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
2024
Q3 		– Sell
-47,223
Closed -$494K – 2705
2024
Q2 		$494K Buy
47,223
+3,098
+7% +$32.1K ﹤0.01% 1981
2024
Q1 		$492K Hold
44,125
– – ﹤0.01% 1975
2023
Q4 		$473K Sell
44,125
-1,398
-3% -$13.8K ﹤0.01% 2018
2023
Q3 		$426K Sell
45,523
-9,110
-17% -$86.1K ﹤0.01% 2004
2023
Q2 		$553K Sell
54,633
-15,314
-22% -$153K ﹤0.01% 1900
2023
Q1 		$691K Buy
+69,947
New +$710K ﹤0.01% 1769
2020
Q2 		– Sell
-28,633
Closed -$249K – 2567
2020
Q1 		$249K Buy
+28,633
New +$333K ﹤0.01% 1977

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
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Truist Financial's SHO Position: Q3 2024 in Review

Truist Financial sold out of Sunstone Hotel Investors (SHO) in Q3 2024, closing a stake of 47,223 shares — an estimated $494K sold.

Truist Financial first reported a position in SHO in Q1 2020 and held it in 7 quarters. The position peaked at $691K in Q1 2023. 233 funds tracked by Wall St. Rank hold SHO as of Q3 2024.

  • Truist Financial reported no remaining Sunstone Hotel Investors position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 47,223 Sunstone Hotel Investors shares in Q3 2024, an estimated $494K.
  • Truist Financial first reported a position in Sunstone Hotel Investors in Q1 2020 and held it in 7 quarters.
  • Truist Financial's Sunstone Hotel Investors position peaked at $691K in Q1 2023.
  • 233 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.