NewEdge Wealth’s Choice Hotels CHH Stock Holding History

NewEdge Wealth’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	$2.54M	Buy	24,512 +3,140	+15%	+$327K	0.03%	364
2025 Q4	$2.04M	Sell	21,372 -6,835	-24%	-$651K	0.02%	444
2025 Q3	$2.74M	Sell	28,207 -2,196	-7%	-$268K	0.04%	319
2025 Q2	$3.75M	Sell	30,403 -469	-2%	-$59.3K	0.06%	253
2025 Q1	$4.1M	Buy	30,872 +774	+3%	+$110K	0.07%	218
2024 Q4	$4.27M	Sell	30,098 -834	-3%	-$118K	0.07%	216
2024 Q3	$4.03M	Buy	30,932 +7,688	+33%	+$963K	0.07%	225
2024 Q2	$2.77M	Buy	23,244 +912	+4%	+$108K	0.06%	265
2024 Q1	$2.68M	Buy	22,332 +2,195	+11%	+$262K	0.06%	272
2023 Q4	$2.28M	Buy	20,137 +679	+3%	+$77.6K	0.06%	277
2023 Q3	$2.38M	Buy	19,458 +1,803	+10%	+$227K	0.08%	222
2023 Q2	$2.07M	Buy	+17,655	New	+$2.12M	0.07%	245

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