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Copeland Capital Management’s Choice Hotels CHH Stock Holding History

Copeland Capital 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
2023
Q3 		– Sell
-25
Closed -$2.94K – 298
2023
Q2 		$2.94K Buy
+25
New +$3K ﹤0.01% 276

Other funds holding CHH

BAMCO Inc
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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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Copeland Capital Management's CHH Position: Q3 2023 in Review

Copeland Capital Management sold out of Choice Hotels (CHH) in Q3 2023, closing a stake of 25 shares — an estimated $2.94K sold.

Copeland Capital Management first reported a position in CHH in Q2 2023 and held it in 1 quarter. The position peaked at $2.94K in Q2 2023. 331 funds tracked by Wall St. Rank hold CHH as of Q3 2023.

  • Copeland Capital Management reported no remaining Choice Hotels position as of Q3 2023 after selling out during the quarter.
  • Copeland Capital Management sold 25 Choice Hotels shares in Q3 2023, an estimated $2.94K.
  • Copeland Capital Management first reported a position in Choice Hotels in Q2 2023 and held it in 1 quarter.
  • Copeland Capital Management's Choice Hotels position peaked at $2.94K in Q2 2023.
  • 331 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2023.

Based on Copeland Capital Management's 13F filing for Q3 2023, filed 23 Oct 2023.