Lee Financial’s Choice Hotels CHH Stock Holding History

Lee Financial’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
2023 Q1	–	Sell	-2	Closed	-$225	–	823
2022 Q4	$225	Hold	2	–	–	﹤0.01%	874
2022 Q3	$0	Hold	2	–	–	﹤0.01%	843
2022 Q2	$0	Buy	+2	New	+$260	﹤0.01%	872

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

RCG

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

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

BTW

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

ESCM

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

CAM

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

Lee Financial's CHH Position: Q1 2023 in Review

Lee Financial sold out of Choice Hotels (CHH) in Q1 2023, closing a stake of 2 shares — an estimated $225 sold.

Lee Financial first reported a position in CHH in Q2 2022 and held it in 3 quarters. The position peaked at $225 in Q4 2022. 289 funds tracked by Wall St. Rank hold CHH as of Q1 2023.

Lee Financial reported no remaining Choice Hotels position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 2 Choice Hotels shares in Q1 2023, an estimated $225.
Lee Financial first reported a position in Choice Hotels in Q2 2022 and held it in 3 quarters.
Lee Financial's Choice Hotels position peaked at $225 in Q4 2022.
289 funds tracked by Wall St. Rank held Choice Hotels as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.