Cerity Partners
CHH icon

Cerity Partners’s Choice Hotels CHH Stock Holding History

Cerity Partners’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
Q1 		– Sell
-1,618
Closed -$212K – 2499
2024
Q4 		$212K Sell
1,618
-387
-19% -$54.8K ﹤0.01% 2213
2024
Q3 		$261K Buy
2,005
+157
+8% +$19.7K ﹤0.01% 2156
2024
Q2 		$220K Sell
1,848
-12
-0.6% -$1.42K ﹤0.01% 1982
2024
Q1 		$235K Buy
+1,860
New +$222K ﹤0.01% 2009

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

Cerity Partners's CHH Position: Q1 2025 in Review

Cerity Partners sold out of Choice Hotels (CHH) in Q1 2025, closing a stake of 1,618 shares — an estimated $212K sold.

Cerity Partners first reported a position in CHH in Q1 2024 and held it in 4 quarters. The position peaked at $261K in Q3 2024. 378 funds tracked by Wall St. Rank hold CHH as of Q1 2025.

  • Cerity Partners reported no remaining Choice Hotels position as of Q1 2025 after selling out during the quarter.
  • Cerity Partners sold 1,618 Choice Hotels shares in Q1 2025, an estimated $212K.
  • Cerity Partners first reported a position in Choice Hotels in Q1 2024 and held it in 4 quarters.
  • Cerity Partners's Choice Hotels position peaked at $261K in Q3 2024.
  • 378 funds tracked by Wall St. Rank held Choice Hotels as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.