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Harrison & Co Wealth Management’s Choice Hotels CHH Stock Holding History

Harrison & Co Wealth 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
2022
Q4 		$799K Buy
7,096
+550
+8% +$65.7K 0.77% 52
2022
Q3 		$717K Sell
6,546
-739
-10% -$84.7K 0.76% 55
2022
Q2 		$813K Buy
7,285
+95
+1% +$12.3K 0.77% 57
2022
Q1 		$1.02M Sell
7,190
-195
-3% -$28.1K 0.89% 35
2021
Q4 		$1.15M Buy
+7,385
New +$1.06M 0.97% 29

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Harrison & Co Wealth Management's CHH Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Choice Hotels (CHH) stake by 8.4% in Q4 2022, buying an estimated $65.7K and bringing the position to 7,096 shares worth $799K. The position accounts for 0.77% of the portfolio, ranked #52.

Harrison & Co Wealth Management first reported a position in CHH in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.15M in Q4 2021. 302 funds tracked by Wall St. Rank hold CHH as of Q4 2022.

  • Harrison & Co Wealth Management held 7,096 shares of Choice Hotels worth $799K as of Q4 2022.
  • Harrison & Co Wealth Management bought 550 Choice Hotels shares in Q4 2022, an estimated $65.7K.
  • Choice Hotels made up 0.77% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #52 holding.
  • Harrison & Co Wealth Management first reported a position in Choice Hotels in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's Choice Hotels position peaked at $1.15M in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Choice Hotels as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.