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Orion Portfolio Solutions’s Choice Hotels CHH Stock Holding History

Orion Portfolio Solutions’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
2023
Q4 		– Sell
-1,710
Closed -$209K – 1661
2023
Q3 		$209K Sell
1,710
-42
-2% -$5.28K ﹤0.01% 1536
2023
Q2 		$206K Buy
+1,752
New +$210K ﹤0.01% 1550
2020
Q3 		– Sell
-47
Closed -$4K – 705
2020
Q2 		$4K Sell
47
-9
-16% -$686 ﹤0.01% 1532
2020
Q1 		$3K Buy
56
+29
+107% +$2.63K ﹤0.01% 1437
2019
Q4 		$3K Buy
+27
New +$2.52K ﹤0.01% 1389

Other funds holding CHH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Orion Portfolio Solutions's CHH Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of Choice Hotels (CHH) in Q4 2023, closing a stake of 1,710 shares — an estimated $209K sold.

Orion Portfolio Solutions first reported a position in CHH in Q4 2019 and held it in 5 quarters. The position peaked at $209K in Q3 2023. 336 funds tracked by Wall St. Rank hold CHH as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining Choice Hotels position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,710 Choice Hotels shares in Q4 2023, an estimated $209K.
  • Orion Portfolio Solutions first reported a position in Choice Hotels in Q4 2019 and held it in 5 quarters.
  • Orion Portfolio Solutions's Choice Hotels position peaked at $209K in Q3 2023.
  • 336 funds tracked by Wall St. Rank held Choice Hotels as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.