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Sowell Financial Services’s Choice Hotels CHH Stock Holding History

Sowell Financial Services’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
2020
Q4 		– Sell
-200
Closed -$17K – 2705
2020
Q3 		$17K Hold
200
– – ﹤0.01% 1620
2020
Q2 		$16K Sell
200
-50
-20% -$3.81K ﹤0.01% 1527
2020
Q1 		$15K Buy
250
+238
+1,983% +$21.6K ﹤0.01% 1468
2019
Q4 		$1K Buy
+12
New +$1.12K ﹤0.01% 2307

Other funds holding CHH

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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sowell Financial Services's CHH Position: Q4 2020 in Review

Sowell Financial Services sold out of Choice Hotels (CHH) in Q4 2020, closing a stake of 200 shares — an estimated $17K sold.

Sowell Financial Services first reported a position in CHH in Q4 2019 and held it in 4 quarters. The position peaked at $17K in Q3 2020. 238 funds tracked by Wall St. Rank hold CHH as of Q4 2020.

  • Sowell Financial Services reported no remaining Choice Hotels position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 200 Choice Hotels shares in Q4 2020, an estimated $17K.
  • Sowell Financial Services first reported a position in Choice Hotels in Q4 2019 and held it in 4 quarters.
  • Sowell Financial Services's Choice Hotels position peaked at $17K in Q3 2020.
  • 238 funds tracked by Wall St. Rank held Choice Hotels as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.