Global Retirement Partners’s Choice Hotels CHH Stock Holding History

Global Retirement Partners’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 Q4	$3.81K	Buy	40 +39	+3,900%	+$3.71K	﹤0.01%	3525
2025 Q3	$107	Hold	1	–	–	﹤0.01%	3779
2025 Q2	$127	Buy	+1	New	+$126	﹤0.01%	3706
2024 Q4	$1.7K	Hold	12	–	–	﹤0.01%	3131
2024 Q3	$1.56K	Hold	12	–	–	﹤0.01%	3010
2024 Q2	$1.43K	Hold	12	–	–	﹤0.01%	3072
2024 Q1	$1.52K	Sell	12 -2	-14%	-$239	﹤0.01%	2848
2023 Q4	$1.6K	Sell	14 -2	-13%	-$229	﹤0.01%	2754
2023 Q3	$1.93K	Hold	16	–	–	﹤0.01%	2554
2023 Q2	$1.88K	Buy	+16	New	+$1.92K	﹤0.01%	2572
2020 Q1	–	Sell	-214	Closed	-$22K	–	1590
2019 Q4	$22K	Sell	214 -16	-7%	-$1.49K	﹤0.01%	903
2019 Q3	$20K	Hold	230	–	–	﹤0.01%	896
2019 Q2	$20K	Sell	230 -25	-10%	-$2.09K	﹤0.01%	886
2019 Q1	$20K	Hold	255	–	–	﹤0.01%	821
2018 Q4	$18K	Hold	255	–	–	﹤0.01%	779
2018 Q3	$21K	Buy	+255	New	+$20K	﹤0.01%	787

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return