Cary Street Partners Investment Advisory’s Choice Hotels CHH Stock Holding History

Cary Street Partners Investment Advisory’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	-10	Closed	-$1.27K	–	615
2025 Q2	$1.27K	Buy	10 +4	+67%	+$505	﹤0.01%	576
2025 Q1	$797	Buy	+6	New	+$855	﹤0.01%	560
2024 Q4	–	Sell	-1,706	Closed	-$222K	–	544
2024 Q3	$222K	Hold	1,706	–	–	0.01%	704
2024 Q2	$203K	Buy	1,706 +6	+0.4%	+$707	0.01%	712
2024 Q1	$215K	Buy	+1,700	New	+$203K	0.01%	658
2023 Q4	–	Sell	-1,810	Closed	-$222K	–	819
2023 Q3	$222K	Hold	1,810	–	–	0.01%	530
2023 Q2	$213K	Buy	1,810 +1,800	+18,000%	+$216K	0.01%	495
2023 Q1	$1.17K	Hold	10	–	–	﹤0.01%	1556
2022 Q4	$1.13K	Buy	+10	New	+$1.2K	﹤0.01%	1573
2021 Q1	–	Sell	-5,248	Closed	-$560K	–	326
2020 Q4	$560K	Buy	+5,248	New	+$510K	0.11%	170

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cary Street Partners Investment Advisory's CHH Position: Q3 2025 in Review

Cary Street Partners Investment Advisory sold out of Choice Hotels (CHH) in Q3 2025, closing a stake of 10 shares — an estimated $1.27K sold.

Cary Street Partners Investment Advisory first reported a position in CHH in Q4 2020 and held it in 10 quarters. The position peaked at $560K in Q4 2020. 344 funds tracked by Wall St. Rank hold CHH as of Q3 2025.

Cary Street Partners Investment Advisory reported no remaining Choice Hotels position as of Q3 2025 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 10 Choice Hotels shares in Q3 2025, an estimated $1.27K.
Cary Street Partners Investment Advisory first reported a position in Choice Hotels in Q4 2020 and held it in 10 quarters.
Cary Street Partners Investment Advisory's Choice Hotels position peaked at $560K in Q4 2020.
344 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2025.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2025, filed 10 Nov 2025.