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LRI Investments’s Choice Hotels CHH Stock Holding History

LRI Investments’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
Q2 		$2.1K Buy
19
+2
+12% +$221 ﹤0.01% 1271
2026
Q1 		$1.76K Hold
17
– – ﹤0.01% 1272
2025
Q4 		$1.62K Sell
17
-40
-70% -$3.81K ﹤0.01% 1228
2025
Q3 		$6.09K Sell
57
-789
-93% -$96.3K ﹤0.01% 998
2025
Q2 		$107K Hold
846
– – 0.01% 422
2025
Q1 		$112K Sell
846
-510
-38% -$72.7K 0.01% 397
2024
Q4 		$193K Hold
1,356
– – 0.02% 277
2024
Q3 		$196K Buy
1,356
+19
+1% +$2.38K 0.02% 283
2024
Q2 		$159K Buy
1,337
+1,320
+7,765% +$156K 0.02% 293
2024
Q1 		$2.15K Buy
+17
New +$2.03K ﹤0.01% 740

Other funds holding CHH

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return