Financial Gravity Asset Management’s Choice Hotels CHH Stock Holding History

Financial Gravity Asset Management’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
2024 Q2	–	Sell	-3	Closed	-$328	–	1605
2024 Q1	$328	Buy	+3	New	+$359	﹤0.01%	1502
2023 Q3	–	Sell	-118	Closed	-$241	–	1329
2023 Q2	$241	Buy	118 +1	+0.9%	+$120	﹤0.01%	1138
2023 Q1	$1	Buy	117 +4	+4%	+$479	﹤0.01%	1038
2022 Q4	$167	Buy	+113	New	+$13.5K	﹤0.01%	1015
2020 Q2	–	Sell	-23	Closed	-$1.38K	–	153
2020 Q1	$1.38K	Buy	23 +11	+92%	+$999	﹤0.01%	434
2019 Q4	$103K	Hold	12	–	–	0.07%	307
2019 Q3	$1K	Buy	12 +2	+20%	+$178	﹤0.01%	989
2019 Q2	$1K	Sell	10 -2	-17%	-$167	﹤0.01%	1013
2019 Q1	$1K	Buy	+12	New	+$932	﹤0.01%	1048
2018 Q3	$5K	Buy	72 +10	+16%	+$784	0.01%	718
2018 Q2	$5K	Hold	62	–	–	﹤0.01%	736
2018 Q1	$5K	Buy	+62	New	+$4.99K	0.01%	721

Other funds holding CHH

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Gravity Asset Management's CHH Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Choice Hotels (CHH) in Q2 2024, closing a stake of 3 shares — an estimated $328 sold.

Financial Gravity Asset Management first reported a position in CHH in Q1 2018 and held it in 12 quarters. The position peaked at $103K in Q4 2019. 316 funds tracked by Wall St. Rank hold CHH as of Q2 2024.

Financial Gravity Asset Management reported no remaining Choice Hotels position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 3 Choice Hotels shares in Q2 2024, an estimated $328.
Financial Gravity Asset Management first reported a position in Choice Hotels in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's Choice Hotels position peaked at $103K in Q4 2019.
316 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.