Larson Financial Group’s Chatham Lodging CLDT Stock Holding History

Larson Financial Group’s Portfolio CLDT Stock Details CLDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10	Closed	-$71	–	3321
2025 Q1	$71	Hold	10	–	–	﹤0.01%	2964
2024 Q4	$90	Hold	10	–	–	﹤0.01%	2620
2024 Q3	$85	Hold	10	–	–	﹤0.01%	2566
2024 Q2	$85	Sell	10 -420	-98%	-$3.77K	﹤0.01%	2276
2024 Q1	$4.35K	Hold	430	–	–	﹤0.01%	1226
2023 Q4	$4.61K	Hold	430	–	–	﹤0.01%	1200
2023 Q3	$4.12K	Hold	430	–	–	﹤0.01%	1224
2023 Q2	$4.03K	Hold	430	–	–	﹤0.01%	1147
2023 Q1	$4.51K	Hold	430	–	–	﹤0.01%	1105
2022 Q4	$5.28K	Hold	430	–	–	﹤0.01%	1013
2022 Q3	$4K	Hold	430	–	–	﹤0.01%	982
2022 Q2	$4K	Sell	430 -362	-46%	-$4.56K	﹤0.01%	893
2022 Q1	$11K	Hold	792	–	–	﹤0.01%	629
2021 Q4	$11K	Hold	792	–	–	﹤0.01%	657
2021 Q3	$10K	Hold	792	–	–	﹤0.01%	586
2021 Q2	$10K	Hold	792	–	–	﹤0.01%	550
2021 Q1	$10K	Buy	+792	New	+$10.1K	﹤0.01%	535

Other funds holding CLDT

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

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Larson Financial Group's CLDT Position: Q2 2025 in Review

Larson Financial Group sold out of Chatham Lodging (CLDT) in Q2 2025, closing a stake of 10 shares — an estimated $71 sold.

Larson Financial Group first reported a position in CLDT in Q1 2021 and held it in 17 quarters. The position peaked at $11K in Q1 2022. 166 funds tracked by Wall St. Rank hold CLDT as of Q2 2025.

Larson Financial Group reported no remaining Chatham Lodging position as of Q2 2025 after selling out during the quarter.
Larson Financial Group sold 10 Chatham Lodging shares in Q2 2025, an estimated $71.
Larson Financial Group first reported a position in Chatham Lodging in Q1 2021 and held it in 17 quarters.
Larson Financial Group's Chatham Lodging position peaked at $11K in Q1 2022.
166 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.