VPIM
BHR

Vanguard Personalized Indexing Management’s Braemar Hotels & Resorts BHR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,749
Closed -$21.5K – 1704
2024
Q1 		$21.5K Sell
10,749
-173
-2% -$382 ﹤0.01% 1599
2023
Q4 		$27.3K Sell
10,922
-519
-5% -$1.29K ﹤0.01% 1538
2023
Q3 		$31.7K Buy
+11,441
New +$35.5K ﹤0.01% 1429

Other funds holding BHR

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JRCM
Jones Road Capital Management New York $55.3M AUM 29.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Personalized Indexing Management's BHR Position: Q2 2024 in Review

Vanguard Personalized Indexing Management sold out of Braemar Hotels & Resorts (BHR) in Q2 2024, closing a stake of 10,749 shares — an estimated $21.5K sold.

Vanguard Personalized Indexing Management first reported a position in BHR in Q3 2023 and held it in 3 quarters. The position peaked at $31.7K in Q3 2023. 116 funds tracked by Wall St. Rank hold BHR as of Q2 2024.

  • Vanguard Personalized Indexing Management reported no remaining Braemar Hotels & Resorts position as of Q2 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 10,749 Braemar Hotels & Resorts shares in Q2 2024, an estimated $21.5K.
  • Vanguard Personalized Indexing Management first reported a position in Braemar Hotels & Resorts in Q3 2023 and held it in 3 quarters.
  • Vanguard Personalized Indexing Management's Braemar Hotels & Resorts position peaked at $31.7K in Q3 2023.
  • 116 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2024, filed 12 Aug 2024.