MIM
CHH icon

Morningstar Investment Management’s Choice Hotels CHH Stock Holding History

Morningstar Investment Management’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 		– Sell
-3,257
Closed -$310K – 323
2025
Q4 		$310K Hold
3,257
– – 0.02% 304
2025
Q3 		$348K Buy
+3,257
New +$398K 0.01% 453

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morningstar Investment Management's CHH Position: Q1 2026 in Review

Morningstar Investment Management sold out of Choice Hotels (CHH) in Q1 2026, closing a stake of 3,257 shares — an estimated $310K sold.

Morningstar Investment Management first reported a position in CHH in Q3 2025 and held it in 2 quarters. The position peaked at $348K in Q3 2025. 328 funds tracked by Wall St. Rank hold CHH as of Q1 2026.

  • Morningstar Investment Management reported no remaining Choice Hotels position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 3,257 Choice Hotels shares in Q1 2026, an estimated $310K.
  • Morningstar Investment Management first reported a position in Choice Hotels in Q3 2025 and held it in 2 quarters.
  • Morningstar Investment Management's Choice Hotels position peaked at $348K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Choice Hotels as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.