5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 652; Last 30 days · 09/03–10/02
13D reports: 357; Last 30 days · 09/03–10/02
First reports over 5%: 241; Last 30 days · 09/03–10/02
Dropped below 5%: 83; Last 30 days · 09/03–10/02

5% stake reports

Sunstone Hotel Investors SHO

	Holder			Kind
08/03	Bank of America08/03	3.4%6,241,268 sh	−1.9pp	13G passiveAmendment
05/14	Bank of America05/14	5.3%10,138,066 sh	First report	13G passive
04/30	Vanguard Capital Management04/30	5.34%10,115,850 sh	First report	13G passive
02/05	Vanguard Portfolio Management02/05	10.22%19,408,268 sh	First report	13G passive