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Glassman Wealth Services’s Choice Hotels CHH Stock Holding History

Glassman Wealth 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
2024
Q1 		– Sell
-2
Closed -$227 – 509
2023
Q4 		$227 Buy
+2
New +$229 ﹤0.01% 1870
2020
Q2 		– Sell
-6
Closed – – 1257
2020
Q1 		$0 Sell
6
-287
-98% -$26.1K ﹤0.01% 1178
2019
Q4 		$30K Buy
293
+3
+1% +$280 0.01% 323
2019
Q3 		$26K Hold
290
– – 0.01% 317
2019
Q2 		$25K Hold
290
– – 0.01% 334
2019
Q1 		$23K Hold
290
– – 0.01% 333
2018
Q4 		$21K Hold
290
– – 0.01% 287
2018
Q3 		$24K Hold
290
– – 0.01% 302
2018
Q2 		$22K Hold
290
– – 0.01% 280
2018
Q1 		$23K Buy
+290
New +$23.4K 0.01% 266

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Glassman Wealth Services's CHH Position: Q1 2024 in Review

Glassman Wealth Services sold out of Choice Hotels (CHH) in Q1 2024, closing a stake of 2 shares — an estimated $227 sold.

Glassman Wealth Services first reported a position in CHH in Q1 2018 and held it in 10 quarters. The position peaked at $30K in Q4 2019. 330 funds tracked by Wall St. Rank hold CHH as of Q1 2024.

  • Glassman Wealth Services reported no remaining Choice Hotels position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 2 Choice Hotels shares in Q1 2024, an estimated $227.
  • Glassman Wealth Services first reported a position in Choice Hotels in Q1 2018 and held it in 10 quarters.
  • Glassman Wealth Services's Choice Hotels position peaked at $30K in Q4 2019.
  • 330 funds tracked by Wall St. Rank held Choice Hotels as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.