ZIM
BHR

Zacks Investment Management’s Braemar Hotels & Resorts BHR Stock Holding History

Zacks Investment Management’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,662
Closed -$29.5K – 618
2023
Q3 		$29.5K Hold
10,662
– – ﹤0.01% 596
2023
Q2 		$42.9K Buy
+10,662
New +$42.1K ﹤0.01% 628

Other funds holding BHR

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JRCM
Jones Road Capital Management New York $55.3M AUM 29.97% 1-Year Est. Return

Zacks Investment Management's BHR Position: Q4 2023 in Review

Zacks Investment Management sold out of Braemar Hotels & Resorts (BHR) in Q4 2023, closing a stake of 10,662 shares — an estimated $29.5K sold.

Zacks Investment Management first reported a position in BHR in Q2 2023 and held it in 2 quarters. The position peaked at $42.9K in Q2 2023. 107 funds tracked by Wall St. Rank hold BHR as of Q4 2023.

  • Zacks Investment Management reported no remaining Braemar Hotels & Resorts position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 10,662 Braemar Hotels & Resorts shares in Q4 2023, an estimated $29.5K.
  • Zacks Investment Management first reported a position in Braemar Hotels & Resorts in Q2 2023 and held it in 2 quarters.
  • Zacks Investment Management's Braemar Hotels & Resorts position peaked at $42.9K in Q2 2023.
  • 107 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.