EFS
CHH icon

Essex Financial Services’s Choice Hotels CHH Stock Holding History

Essex Financial 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
-2,183
Closed -$277K – 753
2025
Q2 		$277K Buy
2,183
+86
+4% +$10.9K 0.02% 575
2025
Q1 		$278K Buy
+2,097
New +$299K 0.02% 513

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essex Financial Services's CHH Position: Q3 2025 in Review

Essex Financial Services sold out of Choice Hotels (CHH) in Q3 2025, closing a stake of 2,183 shares — an estimated $277K sold.

Essex Financial Services first reported a position in CHH in Q1 2025 and held it in 2 quarters. The position peaked at $278K in Q1 2025. 344 funds tracked by Wall St. Rank hold CHH as of Q3 2025.

  • Essex Financial Services reported no remaining Choice Hotels position as of Q3 2025 after selling out during the quarter.
  • Essex Financial Services sold 2,183 Choice Hotels shares in Q3 2025, an estimated $277K.
  • Essex Financial Services first reported a position in Choice Hotels in Q1 2025 and held it in 2 quarters.
  • Essex Financial Services's Choice Hotels position peaked at $278K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2025.

Based on Essex Financial Services's 13F filing for Q3 2025, filed 7 Nov 2025.