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Disciplined Investments’s Choice Hotels CHH Stock Holding History

Disciplined Investments’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
-7
Closed -$823 – 362
2023
Q2 		$823 Hold
7
– – ﹤0.01% 1042
2023
Q1 		$820 Hold
7
– – ﹤0.01% 1048
2022
Q4 		$788 Buy
7
+2
+40% +$239 ﹤0.01% 1002
2022
Q3 		$1K Hold
5
– – ﹤0.01% 828
2022
Q2 		$1K Sell
5
-2
-29% -$260 ﹤0.01% 840
2022
Q1 		$1K Buy
+7
New +$1.01K ﹤0.01% 900

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
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 $13.1B AUM 24.63% 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

Disciplined Investments's CHH Position: Q3 2023 in Review

Disciplined Investments sold out of Choice Hotels (CHH) in Q3 2023, closing a stake of 7 shares — an estimated $823 sold.

Disciplined Investments first reported a position in CHH in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 331 funds tracked by Wall St. Rank hold CHH as of Q3 2023.

  • Disciplined Investments reported no remaining Choice Hotels position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Choice Hotels shares in Q3 2023, an estimated $823.
  • Disciplined Investments first reported a position in Choice Hotels in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Choice Hotels position peaked at $1K in Q3 2022.
  • 331 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.