UBS O'Connor’s Sunstone Hotel Investors SHO Stock Holding History

UBS O'Connor’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 Q4	–	Sell	-434,106	Closed	-$4.48M	–	561
2024 Q3	$4.48M	Buy	434,106 +71,040	+20%	+$726K	0.11%	97
2024 Q2	$3.8M	Buy	363,066 +276,916	+321%	+$2.87M	0.11%	131
2024 Q1	$960K	Buy	+86,150	New	+$941K	0.03%	280
2018 Q4	–	Sell	-40,000	Closed	-$654K	–	285
2018 Q3	$654K	Buy	+40,000	New	+$660K	0.02%	224
2015 Q3	–	Sell	-17,037	Closed	-$256K	–	700
2015 Q2	$256K	Buy	17,037 +3,173	+23%	+$49.9K	﹤0.01%	673
2015 Q1	$231K	Buy	+13,864	New	+$238K	﹤0.01%	659
2014 Q3	–	Sell	-50,479	Closed	-$754K	–	528
2014 Q2	$754K	Sell	50,479 -993,342	-95%	-$14.2M	﹤0.01%	346
2014 Q1	$14.3M	Buy	+1,043,821	New	+$13.9M	0.27%	126

Other funds holding SHO

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

UBS O'Connor's SHO Position: Q4 2024 in Review

UBS O'Connor sold out of Sunstone Hotel Investors (SHO) in Q4 2024, closing a stake of 434,106 shares — an estimated $4.48M sold.

UBS O'Connor first reported a position in SHO in Q1 2014 and held it in 8 quarters. The position peaked at $14.3M in Q1 2014. 242 funds tracked by Wall St. Rank hold SHO as of Q4 2024.

UBS O'Connor reported no remaining Sunstone Hotel Investors position as of Q4 2024 after selling out during the quarter.
UBS O'Connor sold 434,106 Sunstone Hotel Investors shares in Q4 2024, an estimated $4.48M.
UBS O'Connor first reported a position in Sunstone Hotel Investors in Q1 2014 and held it in 8 quarters.
UBS O'Connor's Sunstone Hotel Investors position peaked at $14.3M in Q1 2014.
242 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.