SFA
CLDT

Sequoia Financial Advisors’s Chatham Lodging CLDT Stock Holding History

Sequoia Financial Advisors’s Portfolio CLDT Stock Details CLDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118K Buy
+15,023
New +$112K ﹤0.01% 1842
2025
Q1 		– Sell
-14,254
Closed -$128K – 1389
2024
Q4 		$128K Buy
14,254
+217
+2% +$1.92K ﹤0.01% 1265
2024
Q3 		$120K Buy
14,037
+694
+5% +$5.88K ﹤0.01% 1213
2024
Q2 		$114K Buy
13,343
+337
+3% +$3.03K ﹤0.01% 1152
2024
Q1 		$131K Sell
13,006
-7,124
-35% -$74.3K ﹤0.01% 1095
2023
Q4 		$216K Buy
20,130
+7,162
+55% +$71.5K ﹤0.01% 1081
2023
Q3 		$124K Buy
12,968
+79
+0.6% +$754 ﹤0.01% 903
2023
Q2 		$121K Sell
12,889
-619
-5% -$6.13K ﹤0.01% 908
2023
Q1 		$142K Sell
13,508
-435
-3% -$5.32K ﹤0.01% 787
2022
Q4 		$171K Buy
+13,943
New +$172K ﹤0.01% 746

Other funds holding CLDT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return