Ethic Inc’s Choice Hotels CHH Stock Holding History

Ethic Inc’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	$457K	Buy	4,413 +1,551	+54%	+$161K	0.01%	903
2025 Q4	$273K	Buy	+2,862	New	+$272K	﹤0.01%	1033
2025 Q3	–	Sell	-4,511	Closed	-$577K	–	1218
2025 Q2	$577K	Sell	4,511 -450	-9%	-$56.9K	0.01%	768
2025 Q1	$659K	Buy	+4,961	New	+$707K	0.01%	699
2024 Q4	–	Sell	-4,241	Closed	-$536K	–	1167
2024 Q3	$536K	Sell	4,241 -32	-0.7%	-$4.01K	0.01%	745
2024 Q2	$508K	Buy	4,273 +32	+0.8%	+$3.77K	0.01%	759
2024 Q1	$536K	Buy	4,241 +1,125	+36%	+$134K	0.01%	744
2023 Q4	$353K	Buy	+3,116	New	+$356K	0.01%	837
2023 Q2	–	Sell	-2,587	Closed	-$303K	–	984
2023 Q1	$303K	Sell	2,587 -507	-16%	-$60.7K	0.01%	787
2022 Q4	$349K	Sell	3,094 -149	-5%	-$17.8K	0.02%	682
2022 Q3	$355K	Sell	3,243 -925	-22%	-$106K	0.02%	593
2022 Q2	$465K	Sell	4,168 -866	-17%	-$112K	0.03%	493
2022 Q1	$714K	Buy	5,034 +2,162	+75%	+$311K	0.05%	379
2021 Q4	$448K	Buy	2,872 +205	+8%	+$29.4K	0.03%	434
2021 Q3	$337K	Buy	+2,667	New	+$319K	0.03%	447

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