Wellington Management Group
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Wellington Management Group’s Sunstone Hotel Investors SHO Stock Holding History

Wellington Management Group’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
2018
Q4 		– Sell
-1,898,285
Closed -$31.1M – 2181
2018
Q3 		$31.1M Buy
1,898,285
+112,654
+6% +$1.86M 0.01% 950
2018
Q2 		$29.7M Buy
1,785,631
+62,989
+4% +$1.02M 0.01% 956
2018
Q1 		$26.2M Buy
1,722,642
+10,666
+0.6% +$167K 0.01% 986
2017
Q4 		$28.3M Buy
1,711,976
+31,855
+2% +$527K 0.01% 960
2017
Q3 		$27M Buy
1,680,121
+65,671
+4% +$1.04M 0.01% 950
2017
Q2 		$26M Buy
1,614,450
+53,511
+3% +$843K 0.01% 946
2017
Q1 		$23.9M Sell
1,560,939
-57,600
-4% -$858K 0.01% 975
2016
Q4 		$24.7M Buy
1,618,539
+89,240
+6% +$1.24M 0.01% 936
2016
Q3 		$19.6M Buy
1,529,299
+133,686
+10% +$1.75M ﹤0.01% 991
2016
Q2 		$16.8M Buy
1,395,613
+79,014
+6% +$989K ﹤0.01% 1005
2016
Q1 		$18.4M Buy
1,316,599
+30,816
+2% +$380K ﹤0.01% 952
2015
Q4 		$16.1M Buy
1,285,783
+49,383
+4% +$698K ﹤0.01% 1032
2015
Q3 		$16.4M Sell
1,236,400
-171,272
-12% -$2.47M ﹤0.01% 1032
2015
Q2 		$21.1M Sell
1,407,672
-24,150
-2% -$380K 0.01% 1005
2015
Q1 		$23.9M Buy
1,431,822
+158,027
+12% +$2.71M 0.01% 983
2014
Q4 		$21M Buy
1,273,795
+239,310
+23% +$3.7M 0.01% 1033
2014
Q3 		$14.3M Sell
1,034,485
-1,450,257
-58% -$21M ﹤0.01% 1124
2014
Q2 		$37.1M Sell
2,484,742
-107,870
-4% -$1.55M 0.01% 837
2014
Q1 		$35.6M Sell
2,592,612
-26,481
-1% -$354K 0.01% 854
2013
Q4 		$35.1M Sell
2,619,093
-338,617
-11% -$4.46M 0.01% 834
2013
Q3 		$37.7M Buy
2,957,710
+294,605
+11% +$3.76M 0.01% 795
2013
Q2 		$32.2M Buy
+2,663,105
New +$32.5M 0.01% 820

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Wellington Management Group's SHO Position: Q4 2018 in Review

Wellington Management Group sold out of Sunstone Hotel Investors (SHO) in Q4 2018, closing a stake of 1,898,285 shares — an estimated $31.1M sold.

Wellington Management Group first reported a position in SHO in Q2 2013 and held it in 22 quarters. The position peaked at $37.7M in Q3 2013. 205 funds tracked by Wall St. Rank hold SHO as of Q4 2018.

  • Wellington Management Group reported no remaining Sunstone Hotel Investors position as of Q4 2018 after selling out during the quarter.
  • Wellington Management Group sold 1,898,285 Sunstone Hotel Investors shares in Q4 2018, an estimated $31.1M.
  • Wellington Management Group first reported a position in Sunstone Hotel Investors in Q2 2013 and held it in 22 quarters.
  • Wellington Management Group's Sunstone Hotel Investors position peaked at $37.7M in Q3 2013.
  • 205 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2018.

Based on Wellington Management Group's 13F filing for Q4 2018, filed 14 Feb 2019.