Vaughan Nelson Investment Management
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Vaughan Nelson Investment Management’s Sunstone Hotel Investors SHO Stock Holding History

Vaughan Nelson Investment Management’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
2021
Q3 		– Sell
-6,651,945
Closed -$82.6M – 267
2021
Q2 		$82.6M Sell
6,651,945
-636,280
-9% -$8.1M 0.84% 36
2021
Q1 		$90.8M Buy
7,288,225
+1,951,320
+37% +$23.3M 0.97% 34
2020
Q4 		$60.5M Buy
+5,336,905
New +$51.1M 0.71% 46

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vaughan Nelson Investment Management's SHO Position: Q3 2021 in Review

Vaughan Nelson Investment Management sold out of Sunstone Hotel Investors (SHO) in Q3 2021, closing a stake of 6,651,945 shares — an estimated $82.6M sold.

Vaughan Nelson Investment Management first reported a position in SHO in Q4 2020 and held it in 3 quarters. The position peaked at $90.8M in Q1 2021. 208 funds tracked by Wall St. Rank hold SHO as of Q3 2021.

  • Vaughan Nelson Investment Management reported no remaining Sunstone Hotel Investors position as of Q3 2021 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 6,651,945 Sunstone Hotel Investors shares in Q3 2021, an estimated $82.6M.
  • Vaughan Nelson Investment Management first reported a position in Sunstone Hotel Investors in Q4 2020 and held it in 3 quarters.
  • Vaughan Nelson Investment Management's Sunstone Hotel Investors position peaked at $90.8M in Q1 2021.
  • 208 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2021.

Based on Vaughan Nelson Investment Management's 13F filing for Q3 2021, filed 27 Oct 2021.