Claris Advisors’s Choice Hotels CHH Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-3	Closed	-$391	–	271
2024 Q3	$391	Buy	+3	New	+$376	﹤0.01%	744

Other funds holding CHH

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

Claris Advisors's CHH Position: Q4 2024 in Review

Claris Advisors sold out of Choice Hotels (CHH) in Q4 2024, closing a stake of 3 shares — an estimated $391 sold.

Claris Advisors first reported a position in CHH in Q3 2024 and held it in 1 quarter. The position peaked at $391 in Q3 2024. 353 funds tracked by Wall St. Rank hold CHH as of Q4 2024.

Claris Advisors reported no remaining Choice Hotels position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Choice Hotels shares in Q4 2024, an estimated $391.
Claris Advisors first reported a position in Choice Hotels in Q3 2024 and held it in 1 quarter.
Claris Advisors's Choice Hotels position peaked at $391 in Q3 2024.
353 funds tracked by Wall St. Rank held Choice Hotels as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.