OWA
CHH icon

One Wealth Advisors’s Choice Hotels CHH Stock Holding History

One Wealth Advisors’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
2025
Q1 		– Sell
-1,471
Closed -$209K – 289
2024
Q4 		$209K Buy
+1,471
New +$208K 0.03% 237
2023
Q1 		– Sell
-1,365
Closed -$154K – 265
2022
Q4 		$154K Sell
1,365
-648
-32% -$77.4K 0.04% 228
2022
Q3 		$220K Sell
2,013
-35
-2% -$4.01K 0.07% 151
2022
Q2 		$229K Buy
2,048
+27
+1% +$3.51K 0.06% 168
2022
Q1 		$286K Sell
2,021
-351
-15% -$50.5K 0.07% 156
2021
Q4 		$370K Sell
2,372
-30
-1% -$4.31K 0.09% 112
2021
Q3 		$304K Sell
2,402
-23
-0.9% -$2.75K 0.09% 147
2021
Q2 		$288K Buy
2,425
+49
+2% +$5.7K 0.09% 131
2021
Q1 		$255K Sell
2,376
-23
-1% -$2.45K 0.1% 120
2020
Q4 		$256K Buy
2,399
+38
+2% +$3.69K 0.14% 96
2020
Q3 		$203K Buy
+2,361
New +$213K 0.14% 81
2020
Q1 		– Sell
-2,857
Closed -$295K – 97
2019
Q4 		$295K Hold
2,857
– – 0.22% 74
2019
Q3 		$254K Buy
2,857
+264
+10% +$23.6K 0.22% 76
2019
Q2 		$226K Buy
2,593
+330
+15% +$27.5K 0.19% 102
2019
Q1 		$176K Buy
+2,263
New +$176K 0.14% 129
2018
Q4 		– Sell
-2,256
Closed -$188K – 165
2018
Q3 		$188K Buy
2,256
+26
+1% +$2.04K 0.14% 133
2018
Q2 		$169K Hold
2,230
– – 0.14% 146
2018
Q1 		$179K Sell
2,230
-253
-10% -$20.4K 0.16% 129
2017
Q4 		$193K Buy
+2,483
New +$181K 0.16% 115

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

One Wealth Advisors's CHH Position: Q1 2025 in Review

One Wealth Advisors sold out of Choice Hotels (CHH) in Q1 2025, closing a stake of 1,471 shares — an estimated $209K sold.

One Wealth Advisors first reported a position in CHH in Q4 2017 and held it in 19 quarters. The position peaked at $370K in Q4 2021. 378 funds tracked by Wall St. Rank hold CHH as of Q1 2025.

  • One Wealth Advisors reported no remaining Choice Hotels position as of Q1 2025 after selling out during the quarter.
  • One Wealth Advisors sold 1,471 Choice Hotels shares in Q1 2025, an estimated $209K.
  • One Wealth Advisors first reported a position in Choice Hotels in Q4 2017 and held it in 19 quarters.
  • One Wealth Advisors's Choice Hotels position peaked at $370K in Q4 2021.
  • 378 funds tracked by Wall St. Rank held Choice Hotels as of Q1 2025.

Based on One Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.