W
INN

WealthStone’s Summit Hotel Properties INN Stock Holding History

WealthStone’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$291K Buy
28,735
+138
+0.5% +$1.33K 0.1% 166
2020
Q4 		$258K Buy
28,597
+67
+0.2% +$496 0.09% 163
2020
Q3 		$148K Buy
+28,530
New +$161K 0.07% 171

Other funds holding INN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WealthStone's INN Position: Q1 2021 in Review

WealthStone increased its Summit Hotel Properties (INN) stake by 0.48% in Q1 2021, buying an estimated $1.33K and bringing the position to 28,735 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #166.

WealthStone first reported a position in INN in Q3 2020 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold INN as of Q1 2021.

  • WealthStone held 28,735 shares of Summit Hotel Properties worth $291K as of Q1 2021.
  • WealthStone bought 138 Summit Hotel Properties shares in Q1 2021, an estimated $1.33K.
  • Summit Hotel Properties made up 0.1% of WealthStone's portfolio in Q1 2021, its #166 holding.
  • WealthStone first reported a position in Summit Hotel Properties in Q3 2020 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.