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Advisor OS’s Choice Hotels CHH Stock Holding History

Advisor OS’s Portfolio CHH Stock Details CHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,184
Closed -$277K – 483
2025
Q2 		$277K Sell
2,184
-8
-0.4% -$1.01K 0.03% 368
2025
Q1 		$291K Sell
2,192
-187
-8% -$26.7K 0.03% 331
2024
Q4 		$338K Sell
2,379
-2,060
-46% -$291K 0.04% 296
2024
Q3 		$578K Sell
4,439
-1,554
-26% -$195K 0.06% 234
2024
Q2 		$713K Buy
5,993
+56
+0.9% +$6.6K 0.08% 199
2024
Q1 		$750K Buy
5,937
+603
+11% +$72.1K 0.09% 192
2023
Q4 		$604K Sell
5,334
-278
-5% -$31.8K 0.08% 191
2023
Q3 		$688K Buy
5,612
+338
+6% +$42.5K 0.1% 168
2023
Q2 		$620K Buy
+5,274
New +$633K 0.1% 183

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor OS's CHH Position: Q3 2025 in Review

Advisor OS sold out of Choice Hotels (CHH) in Q3 2025, closing a stake of 2,184 shares — an estimated $277K sold.

Advisor OS first reported a position in CHH in Q2 2023 and held it in 9 quarters. The position peaked at $750K in Q1 2024. 344 funds tracked by Wall St. Rank hold CHH as of Q3 2025.

  • Advisor OS reported no remaining Choice Hotels position as of Q3 2025 after selling out during the quarter.
  • Advisor OS sold 2,184 Choice Hotels shares in Q3 2025, an estimated $277K.
  • Advisor OS first reported a position in Choice Hotels in Q2 2023 and held it in 9 quarters.
  • Advisor OS's Choice Hotels position peaked at $750K in Q1 2024.
  • 344 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.