Edgestream Partners’s Choice Hotels CHH Stock Holding History

Edgestream Partners’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	$351K	Sell	3,395 -31,410	-90%	-$3.27M	0.01%	784
2025 Q4	$3.32M	Sell	34,805 -85,223	-71%	-$8.11M	0.09%	398
2025 Q3	$12.8M	Buy	120,028 +96,402	+408%	+$11.8M	0.38%	26
2025 Q2	$3M	Buy	23,626 +7,124	+43%	+$900K	0.08%	434
2025 Q1	$2.19M	Sell	16,502 -11,614	-41%	-$1.66M	0.07%	464
2024 Q4	$3.99M	Sell	28,116 -1,639	-6%	-$232K	0.17%	220
2024 Q3	$3.88M	Buy	29,755 +12,253	+70%	+$1.54M	0.17%	196
2024 Q2	$2.08M	Sell	17,502 -4,089	-19%	-$482K	0.1%	320
2024 Q1	$2.73M	Sell	21,591 -22,847	-51%	-$2.73M	0.14%	255
2023 Q4	$5.03M	Buy	44,438 +31,915	+255%	+$3.65M	0.36%	28
2023 Q3	$1.53M	Sell	12,523 -922	-7%	-$116K	0.12%	270
2023 Q2	$1.58M	Sell	13,445 -1,361	-9%	-$163K	0.14%	248
2023 Q1	$1.74M	Buy	14,806 +12,477	+536%	+$1.49M	0.19%	178
2022 Q4	$262K	Sell	2,329 -46,510	-95%	-$5.56M	0.03%	456
2022 Q3	$5.35M	Buy	48,839 +8,892	+22%	+$1.02M	0.41%	68
2022 Q2	$4.46M	Buy	39,947 +27,888	+231%	+$3.62M	0.35%	83
2022 Q1	$1.71M	Buy	+12,059	New	+$1.74M	0.14%	243

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