Ground Swell Capital’s Choice Hotels CHH Stock Holding History

Ground Swell Capital’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
2022 Q4	–	Sell	-1,953	Closed	-$214K	–	90
2022 Q3	$214K	Buy	+1,953	New	+$224K	0.61%	53
2014 Q3	$10K	Buy	+191	New	+$9.64K	0.02%	934

Other funds holding CHH

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ground Swell Capital's CHH Position: Q4 2022 in Review

Ground Swell Capital sold out of Choice Hotels (CHH) in Q4 2022, closing a stake of 1,953 shares — an estimated $214K sold.

Ground Swell Capital first reported a position in CHH in Q3 2014 and held it in 2 quarters. The position peaked at $214K in Q3 2022. 303 funds tracked by Wall St. Rank hold CHH as of Q4 2022.

Ground Swell Capital reported no remaining Choice Hotels position as of Q4 2022 after selling out during the quarter.
Ground Swell Capital sold 1,953 Choice Hotels shares in Q4 2022, an estimated $214K.
Ground Swell Capital first reported a position in Choice Hotels in Q3 2014 and held it in 2 quarters.
Ground Swell Capital's Choice Hotels position peaked at $214K in Q3 2022.
303 funds tracked by Wall St. Rank held Choice Hotels as of Q4 2022.

Based on Ground Swell Capital's 13F filing for Q4 2022, filed 14 Feb 2023.