LPL Financial

LPL Financial’s Choice Hotels CHH Stock Holding History

LPL 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
2026 Q1	$3.73M	Buy	36,081 +13,414	+59%	+$1.39M	﹤0.01%	2903
2025 Q4	$2.16M	Sell	22,667 -5,358	-19%	-$510K	﹤0.01%	3335
2025 Q3	$3M	Buy	28,025 +242	+0.9%	+$29.5K	﹤0.01%	2947
2025 Q2	$3.53M	Sell	27,783 -2,422	-8%	-$306K	﹤0.01%	2595
2025 Q1	$4.01M	Buy	30,205 +2,567	+9%	+$366K	﹤0.01%	2337
2024 Q4	$3.92M	Buy	27,638 +2,571	+10%	+$364K	﹤0.01%	2265
2024 Q3	$3.27M	Buy	25,067 +9,210	+58%	+$1.15M	﹤0.01%	2299
2024 Q2	$1.89M	Buy	15,857 +2,608	+20%	+$308K	﹤0.01%	2650
2024 Q1	$1.67M	Buy	13,249 +2,449	+23%	+$293K	﹤0.01%	2698
2023 Q4	$1.22M	Buy	10,800 +590	+6%	+$67.4K	﹤0.01%	2877
2023 Q3	$1.25M	Buy	10,210 +3,731	+58%	+$469K	﹤0.01%	2712
2023 Q2	$761K	Buy	+6,479	New	+$778K	﹤0.01%	3089
2023 Q1	–	Sell	-4,299	Closed	-$484K	–	4497
2022 Q4	$484K	Buy	+4,299	New	+$514K	﹤0.01%	3273

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return