Diversify Advisory Services’s Choice Hotels CHH Stock Holding History

Diversify Advisory Services’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 Q3	–	Sell	-3,038	Closed	-$370K	–	882
2025 Q2	$370K	Buy	3,038 +438	+17%	+$55.3K	0.01%	628
2025 Q1	$330K	Buy	2,600 +485	+23%	+$69.1K	0.02%	467
2024 Q4	$298K	Sell	2,115 -73	-3%	-$10.3K	0.02%	485
2024 Q3	$298K	Buy	2,188 +27	+1%	+$3.38K	0.02%	499
2024 Q2	$256K	Sell	2,161 -930	-30%	-$110K	0.01%	548
2024 Q1	$382K	Buy	+3,091	New	+$370K	0.02%	482

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 Los Angeles, California $34B AUM 6.31% 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

BTW

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

RCG

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Diversify Advisory Services's CHH Position: Q3 2025 in Review

Diversify Advisory Services sold out of Choice Hotels (CHH) in Q3 2025, closing a stake of 3,038 shares — an estimated $370K sold.

Diversify Advisory Services first reported a position in CHH in Q1 2024 and held it in 6 quarters. The position peaked at $382K in Q1 2024. 344 funds tracked by Wall St. Rank hold CHH as of Q3 2025.

Diversify Advisory Services reported no remaining Choice Hotels position as of Q3 2025 after selling out during the quarter.
Diversify Advisory Services sold 3,038 Choice Hotels shares in Q3 2025, an estimated $370K.
Diversify Advisory Services first reported a position in Choice Hotels in Q1 2024 and held it in 6 quarters.
Diversify Advisory Services's Choice Hotels position peaked at $382K in Q1 2024.
344 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2025.

Based on Diversify Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.