Covestor’s Choice Hotels CHH Stock Holding History

Covestor’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	$18K	Buy	175 +87	+99%	+$9.05K	0.01%	1143
2025 Q4	$8K	Hold	88	–	–	﹤0.01%	1687
2025 Q3	$9K	Sell	88 -10	-10%	-$1.22K	0.01%	1641
2025 Q2	$12K	Buy	98 +9	+10%	+$1.14K	0.01%	1456
2025 Q1	$12K	Buy	89 +1	+1%	+$143	0.01%	1385
2024 Q4	$13K	Hold	88	–	–	0.01%	1373
2024 Q3	$11K	Buy	88 +1	+1%	+$125	0.01%	1482
2024 Q2	$10K	Sell	87 -142	-62%	-$16.7K	0.01%	1521
2024 Q1	$29K	Buy	229 +142	+163%	+$17K	0.02%	1075
2023 Q4	$10K	Hold	87	–	–	0.01%	1545
2023 Q3	$11K	Sell	87 -121	-58%	-$15.2K	0.01%	1361
2023 Q2	$24K	Sell	208 -128	-38%	-$15.4K	0.02%	1052
2023 Q1	$39K	Sell	336 -205	-38%	-$24.6K	0.03%	804
2022 Q4	$61K	Sell	541 -315	-37%	-$37.6K	0.05%	640
2022 Q3	$94K	Sell	856 -309	-27%	-$35.4K	0.08%	381
2022 Q2	$130K	Buy	1,165 +148	+15%	+$19.2K	0.11%	261
2022 Q1	$144K	Buy	1,017 +965	+1,856%	+$139K	0.1%	291
2021 Q4	$8K	Buy	+52	New	+$7.46K	0.01%	1086

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

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

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return