Utah Retirement Systems’s Sunstone Hotel Investors SHO Stock Holding History

Utah Retirement Systems’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
2022 Q3	–	Sell	-13,300	Closed	-$132K	–	979
2022 Q2	$132K	Buy	+13,300	New	+$152K	﹤0.01%	977
2020 Q4	–	Sell	-55,786	Closed	-$443K	–	954
2020 Q3	$443K	Buy	55,786 +20,800	+59%	+$165K	0.01%	825
2020 Q2	$285K	Buy	34,986 +1,600	+5%	+$13.9K	0.01%	901
2020 Q1	$291K	Buy	33,386 +2,900	+10%	+$33.7K	0.01%	862
2019 Q4	$424K	Buy	30,486 +1,400	+5%	+$19.4K	0.01%	900
2019 Q3	$400K	Buy	29,086 +2,900	+11%	+$38.9K	0.01%	903
2019 Q2	$359K	Buy	26,186 +800	+3%	+$11.3K	0.01%	946
2019 Q1	$366K	Buy	25,386 +2,500	+11%	+$36K	0.01%	950
2018 Q4	$298K	Buy	22,886 +1,600	+8%	+$23.5K	0.01%	948
2018 Q3	$348K	Buy	21,286 +1,300	+7%	+$21.5K	0.01%	963
2018 Q2	$332K	Buy	19,986 +1,400	+8%	+$22.8K	0.01%	970
2018 Q1	$283K	Buy	18,586 +1,500	+9%	+$23.5K	0.01%	949
2017 Q4	$282K	Buy	17,086 +3,600	+27%	+$59.6K	0.01%	964
2017 Q3	$217K	Buy	13,486 +100	+0.7%	+$1.59K	﹤0.01%	976
2017 Q2	$216K	Buy	13,386 +400	+3%	+$6.3K	0.01%	983
2017 Q1	$199K	Buy	12,986 +1,900	+17%	+$28.3K	﹤0.01%	974
2016 Q4	$169K	Buy	+11,086	New	+$155K	﹤0.01%	983

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

CIMLRA

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

Utah Retirement Systems's SHO Position: Q3 2022 in Review

Utah Retirement Systems sold out of Sunstone Hotel Investors (SHO) in Q3 2022, closing a stake of 13,300 shares — an estimated $132K sold.

Utah Retirement Systems first reported a position in SHO in Q4 2016 and held it in 17 quarters. The position peaked at $443K in Q3 2020. 238 funds tracked by Wall St. Rank hold SHO as of Q3 2022.

Utah Retirement Systems reported no remaining Sunstone Hotel Investors position as of Q3 2022 after selling out during the quarter.
Utah Retirement Systems sold 13,300 Sunstone Hotel Investors shares in Q3 2022, an estimated $132K.
Utah Retirement Systems first reported a position in Sunstone Hotel Investors in Q4 2016 and held it in 17 quarters.
Utah Retirement Systems's Sunstone Hotel Investors position peaked at $443K in Q3 2020.
238 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2022.

Based on Utah Retirement Systems's 13F filing for Q3 2022, filed 14 Nov 2022.