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Ergoteles’s Choice Hotels CHH Stock Holding History

Ergoteles’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
Q1 		– Sell
-13,286
Closed -$1.5M – 1321
2022
Q4 		$1.5M Sell
13,286
-17,685
-57% -$2.11M 0.06% 348
2022
Q3 		$3.39M Buy
+30,971
New +$3.55M 0.12% 178
2020
Q4 		– Sell
-7,600
Closed -$653K – 707
2020
Q3 		$653K Buy
+7,600
New +$685K 0.09% 184

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Ergoteles's CHH Position: Q1 2023 in Review

Ergoteles sold out of Choice Hotels (CHH) in Q1 2023, closing a stake of 13,286 shares — an estimated $1.5M sold.

Ergoteles first reported a position in CHH in Q3 2020 and held it in 3 quarters. The position peaked at $3.39M in Q3 2022. 289 funds tracked by Wall St. Rank hold CHH as of Q1 2023.

  • Ergoteles reported no remaining Choice Hotels position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 13,286 Choice Hotels shares in Q1 2023, an estimated $1.5M.
  • Ergoteles first reported a position in Choice Hotels in Q3 2020 and held it in 3 quarters.
  • Ergoteles's Choice Hotels position peaked at $3.39M in Q3 2022.
  • 289 funds tracked by Wall St. Rank held Choice Hotels as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.