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Lloyd Advisory Services’s Choice Hotels CHH Stock Holding History

Lloyd Advisory Services’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
Q4 		– Sell
-5,958
Closed -$730K – 177
2023
Q3 		$730K Buy
+5,958
New +$750K 0.24% 98

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BlackRock
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Kayne Anderson Rudnick Investment Management
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Wellington Management Group
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
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

Lloyd Advisory Services's CHH Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Choice Hotels (CHH) in Q4 2023, closing a stake of 5,958 shares — an estimated $730K sold.

Lloyd Advisory Services first reported a position in CHH in Q3 2023 and held it in 1 quarter. The position peaked at $730K in Q3 2023. 336 funds tracked by Wall St. Rank hold CHH as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Choice Hotels position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 5,958 Choice Hotels shares in Q4 2023, an estimated $730K.
  • Lloyd Advisory Services first reported a position in Choice Hotels in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Choice Hotels position peaked at $730K in Q3 2023.
  • 336 funds tracked by Wall St. Rank held Choice Hotels as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.