Portside Wealth Group’s Choice Hotels CHH Stock Holding History

Portside Wealth Group’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 Q2	–	Sell	-1,524	Closed	-$202K	–	460
2025 Q1	$202K	Buy	+1,524	New	+$217K	0.03%	406
2023 Q4	–	Sell	-3,476	Closed	-$423K	–	362
2023 Q3	$423K	Buy	3,476 +4	+0.1%	+$503	0.08%	214
2023 Q2	$408K	Buy	+3,472	New	+$417K	0.08%	218

Other funds holding CHH

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Portside Wealth Group's CHH Position: Q2 2025 in Review

Portside Wealth Group sold out of Choice Hotels (CHH) in Q2 2025, closing a stake of 1,524 shares — an estimated $202K sold.

Portside Wealth Group first reported a position in CHH in Q2 2023 and held it in 3 quarters. The position peaked at $423K in Q3 2023. 354 funds tracked by Wall St. Rank hold CHH as of Q2 2025.

Portside Wealth Group reported no remaining Choice Hotels position as of Q2 2025 after selling out during the quarter.
Portside Wealth Group sold 1,524 Choice Hotels shares in Q2 2025, an estimated $202K.
Portside Wealth Group first reported a position in Choice Hotels in Q2 2023 and held it in 3 quarters.
Portside Wealth Group's Choice Hotels position peaked at $423K in Q3 2023.
354 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2025.

Based on Portside Wealth Group's 13F filing for Q2 2025, filed 11 Aug 2025.