Mackenzie Financial
CHH icon

Mackenzie Financial’s Choice Hotels CHH Stock Holding History

Mackenzie 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
2022
Q4 		– Sell
-8,257
Closed -$904K – 1462
2022
Q3 		$904K Buy
8,257
+265
+3% +$30.4K ﹤0.01% 837
2022
Q2 		$892K Buy
7,992
+254
+3% +$33K ﹤0.01% 854
2022
Q1 		$1.1M Buy
+7,738
New +$1.11M ﹤0.01% 880

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mackenzie Financial's CHH Position: Q4 2022 in Review

Mackenzie Financial sold out of Choice Hotels (CHH) in Q4 2022, closing a stake of 8,257 shares — an estimated $904K sold.

Mackenzie Financial first reported a position in CHH in Q1 2022 and held it in 3 quarters. The position peaked at $1.1M in Q1 2022. 303 funds tracked by Wall St. Rank hold CHH as of Q4 2022.

  • Mackenzie Financial reported no remaining Choice Hotels position as of Q4 2022 after selling out during the quarter.
  • Mackenzie Financial sold 8,257 Choice Hotels shares in Q4 2022, an estimated $904K.
  • Mackenzie Financial first reported a position in Choice Hotels in Q1 2022 and held it in 3 quarters.
  • Mackenzie Financial's Choice Hotels position peaked at $1.1M in Q1 2022.
  • 303 funds tracked by Wall St. Rank held Choice Hotels as of Q4 2022.

Based on Mackenzie Financial's 13F filing for Q4 2022, filed 14 Feb 2023.