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SHO icon

Veritable’s Sunstone Hotel Investors SHO Stock Holding History

Veritable’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
2020
Q3 		– Sell
-26,175
Closed -$213K – 777
2020
Q2 		$213K Sell
26,175
-2,126
-8% -$18.5K ﹤0.01% 698
2020
Q1 		$247K Buy
28,301
+3,605
+15% +$41.9K 0.01% 615
2019
Q4 		$344K Buy
24,696
+6,927
+39% +$96.1K 0.01% 625
2019
Q3 		$244K Buy
+17,769
New +$238K ﹤0.01% 710
2018
Q1 		– Sell
-13,826
Closed -$229K – 825
2017
Q4 		$229K Sell
13,826
-1,598
-10% -$26.5K ﹤0.01% 720
2017
Q3 		$248K Sell
15,424
-8,099
-34% -$129K 0.01% 669
2017
Q2 		$379K Sell
23,523
-701
-3% -$11K 0.01% 574
2017
Q1 		$371K Buy
24,224
+1,222
+5% +$18.2K 0.01% 557
2016
Q4 		$351K Sell
23,002
-6,771
-23% -$94.4K 0.01% 555
2016
Q3 		$381K Sell
29,773
-997
-3% -$13.1K 0.01% 528
2016
Q2 		$371K Sell
30,770
-3,501
-10% -$43.8K 0.01% 514
2016
Q1 		$480K Buy
34,271
+1,032
+3% +$12.7K 0.01% 448
2015
Q4 		$415K Buy
33,239
+12,887
+63% +$182K 0.01% 509
2015
Q3 		$269K Hold
20,352
– – 0.01% 600
2015
Q2 		$305K Buy
20,352
+1,251
+7% +$19.7K 0.01% 600
2015
Q1 		$318K Buy
19,101
+1,921
+11% +$33K 0.01% 728
2014
Q4 		$284K Hold
17,180
– – 0.01% 767
2014
Q3 		$237K Buy
17,180
+107
+0.6% +$1.55K 0.01% 846
2014
Q2 		$255K Buy
17,073
+373
+2% +$5.34K 0.01% 808
2014
Q1 		$229K Buy
16,700
+700
+4% +$9.35K 0.01% 820
2013
Q4 		$214K Buy
16,000
+600
+4% +$7.9K ﹤0.01% 820
2013
Q3 		$196K Hold
15,400
– – ﹤0.01% 862
2013
Q2 		$186K Buy
+15,400
New +$188K ﹤0.01% 874

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Veritable's SHO Position: Q3 2020 in Review

Veritable sold out of Sunstone Hotel Investors (SHO) in Q3 2020, closing a stake of 26,175 shares — an estimated $213K sold.

Veritable first reported a position in SHO in Q2 2013 and held it in 23 quarters. The position peaked at $480K in Q1 2016. 188 funds tracked by Wall St. Rank hold SHO as of Q3 2020.

  • Veritable reported no remaining Sunstone Hotel Investors position as of Q3 2020 after selling out during the quarter.
  • Veritable sold 26,175 Sunstone Hotel Investors shares in Q3 2020, an estimated $213K.
  • Veritable first reported a position in Sunstone Hotel Investors in Q2 2013 and held it in 23 quarters.
  • Veritable's Sunstone Hotel Investors position peaked at $480K in Q1 2016.
  • 188 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2020.

Based on Veritable's 13F filing for Q3 2020, filed 13 Nov 2020.