WCM
SOHO

Wedge Capital Management’s Sotherly Hotels SOHO Stock Holding History

Wedge Capital Management’s Portfolio SOHO Stock Details SOHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-52,712
Closed -$84K – 564
2020
Q1 		$84K Buy
52,712
+4,417
+9% +$21.9K ﹤0.01% 505
2019
Q4 		$327K Sell
48,295
-3,833
-7% -$25.2K ﹤0.01% 460
2019
Q3 		$349K Hold
52,128
– – ﹤0.01% 458
2019
Q2 		$363K Sell
52,128
-11,670
-18% -$82.3K ﹤0.01% 503
2019
Q1 		$434K Buy
+63,798
New +$425K ﹤0.01% 472

Other funds holding SOHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wedge Capital Management's SOHO Position: Q2 2020 in Review

Wedge Capital Management sold out of Sotherly Hotels (SOHO) in Q2 2020, closing a stake of 52,712 shares — an estimated $84K sold.

Wedge Capital Management first reported a position in SOHO in Q1 2019 and held it in 5 quarters. The position peaked at $434K in Q1 2019. 29 funds tracked by Wall St. Rank hold SOHO as of Q2 2020.

  • Wedge Capital Management reported no remaining Sotherly Hotels position as of Q2 2020 after selling out during the quarter.
  • Wedge Capital Management sold 52,712 Sotherly Hotels shares in Q2 2020, an estimated $84K.
  • Wedge Capital Management first reported a position in Sotherly Hotels in Q1 2019 and held it in 5 quarters.
  • Wedge Capital Management's Sotherly Hotels position peaked at $434K in Q1 2019.
  • 29 funds tracked by Wall St. Rank held Sotherly Hotels as of Q2 2020.

Based on Wedge Capital Management's 13F filing for Q2 2020, filed 10 Jul 2020.