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FDx Advisors’s Choice Hotels CHH Stock Holding History

FDx Advisors’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
Q3 		– Sell
-5,330
Closed -$626K – 650
2023
Q2 		$626K Buy
5,330
+3,395
+175% +$408K 0.03% 394
2023
Q1 		$218K Hold
1,935
– – 0.01% 685
2022
Q4 		$218K Buy
+1,935
New +$231K 0.01% 685
2018
Q2 		– Sell
-9,366
Closed -$751K – 888
2018
Q1 		$751K Sell
9,366
-43
-0.5% -$3.46K 0.02% 609
2017
Q4 		$730K Sell
9,409
-68
-0.7% -$4.97K 0.02% 653
2017
Q3 		$606K Hold
9,477
– – 0.02% 717
2017
Q2 		$609K Buy
9,477
+442
+5% +$28.4K 0.02% 703
2017
Q1 		$566K Sell
9,035
-130
-1% -$7.64K 0.02% 740
2016
Q4 		$514K Sell
9,165
-1,413
-13% -$70.8K 0.01% 756
2016
Q3 		$477K Buy
10,578
+2,488
+31% +$119K 0.02% 640
2016
Q2 		$385K Sell
8,090
-558
-6% -$27K 0.02% 673
2016
Q1 		$467K Sell
8,648
-321
-4% -$15.4K 0.02% 595
2015
Q4 		$452K Sell
8,969
-345
-4% -$17.6K 0.02% 589
2015
Q3 		$444K Buy
9,314
+281
+3% +$14.4K 0.04% 493
2015
Q2 		$490K Sell
9,033
-2,467
-21% -$145K 0.02% 580
2015
Q1 		$737K Sell
11,500
-283
-2% -$17.2K 0.02% 736
2014
Q4 		$660K Sell
11,783
-149
-1% -$8.01K 0.04% 447
2014
Q3 		$620K Sell
11,932
-401
-3% -$20.3K 0.04% 487
2014
Q2 		$581K Hold
12,333
– – 0.04% 528
2014
Q1 		$567K Hold
12,333
– – 0.05% 400
2013
Q4 		$606K Sell
12,333
-322
-3% -$14.7K 0.06% 310
2013
Q3 		$547K Sell
12,655
-49
-0.4% -$2.03K 0.06% 273
2013
Q2 		$504K Buy
+12,704
New +$523K 0.07% 256

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FDx Advisors's CHH Position: Q3 2023 in Review

FDx Advisors sold out of Choice Hotels (CHH) in Q3 2023, closing a stake of 5,330 shares — an estimated $626K sold.

FDx Advisors first reported a position in CHH in Q2 2013 and held it in 23 quarters. The position peaked at $751K in Q1 2018. 331 funds tracked by Wall St. Rank hold CHH as of Q3 2023.

  • FDx Advisors reported no remaining Choice Hotels position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 5,330 Choice Hotels shares in Q3 2023, an estimated $626K.
  • FDx Advisors first reported a position in Choice Hotels in Q2 2013 and held it in 23 quarters.
  • FDx Advisors's Choice Hotels position peaked at $751K in Q1 2018.
  • 331 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.