Spire Wealth Management’s Choice Hotels CHH Stock Holding History

Spire Wealth Management’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 Q4	–	Sell	-40	Closed	-$4.28K	–	2333
2025 Q3	$4.28K	Hold	40	–	–	﹤0.01%	1998
2025 Q2	$5.08K	Sell	40 -90	-69%	-$11.4K	﹤0.01%	1933
2025 Q1	$17.3K	Buy	130 +60	+86%	+$8.55K	﹤0.01%	1658
2024 Q4	$9.94K	Sell	70 -9	-11%	-$1.27K	﹤0.01%	1832
2024 Q3	$10.3K	Sell	79 -22	-22%	-$2.76K	﹤0.01%	1620
2024 Q2	$12K	Buy	101 +16	+19%	+$1.89K	﹤0.01%	1591
2024 Q1	$10.7K	Sell	85 -35	-29%	-$4.18K	﹤0.01%	1692
2023 Q4	$14K	Hold	120	–	–	﹤0.01%	1643
2023 Q3	$14.7K	Sell	120 -27,276	-100%	-$3.43M	﹤0.01%	1611
2023 Q2	$3.22M	Buy	27,396 +4,855	+22%	+$583K	0.12%	173
2023 Q1	$2.64M	Buy	+22,541	New	+$2.7M	0.1%	194

Other funds holding CHH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return