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BCWM
Bartlett & Co Wealth Management’s
Choice Hotels
CHH
Stock Holding History
Bartlett & Co Wealth Management’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
2026
Q1
$265K
Hold
2,700
–
–
﹤0.01%
417
2025
Q4
$257K
Hold
2,700
–
–
﹤0.01%
423
2025
Q3
$289K
Hold
2,700
–
–
﹤0.01%
406
2025
Q2
$343K
Hold
2,700
–
–
﹤0.01%
378
2025
Q1
$359K
Hold
2,700
–
–
0.01%
371
2024
Q4
$383K
Hold
2,700
–
–
0.01%
360
2024
Q3
$352K
Hold
2,700
–
–
0.01%
377
2024
Q2
$321K
Hold
2,700
–
–
﹤0.01%
384
2024
Q1
$341K
Hold
2,700
–
–
0.01%
382
2023
Q4
$305K
Hold
2,700
–
–
0.01%
412
2023
Q3
$332K
Hold
2,700
–
–
0.01%
389
2023
Q2
$317K
Hold
2,700
–
–
0.01%
396
2023
Q1
$317K
Hold
2,700
–
–
0.01%
337
2022
Q4
$305K
Hold
2,700
–
–
0.01%
342
2022
Q3
$296K
Hold
2,700
–
–
0.01%
329
2022
Q2
$302K
Hold
2,700
–
–
0.01%
322
2022
Q1
$383K
Hold
2,700
–
–
0.01%
319
2021
Q4
$421K
Buy
+2,700
New
+$388K
0.01%
312
Other funds holding CHH
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VC
Voss Capital
Houston, Texas
$1.75B AUM
1.03%
1-Year Est. Return
BTW
Boston Trust Walden
Boston, Massachusetts
$12.2B AUM
12.45%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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