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Steward Financial Group’s Choice Hotels CHH Stock Holding History

Steward Financial 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
2023
Q3 		$3K Buy
+29
New +$3.65K ﹤0.01% 804
2022
Q3 		– Sell
-7
Closed – – 302
2022
Q2 		$0 Buy
+7
New +$909 ﹤0.01% 1024

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Financial Group's CHH Position: Q3 2023 in Review

Steward Financial Group opened a new position in Choice Hotels (CHH) in Q3 2023: 29 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CHH as recently as Q2 2022.

Steward Financial Group first reported a position in CHH in Q2 2022 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold CHH as of Q3 2023.

  • Steward Financial Group held 29 shares of Choice Hotels worth $3K as of Q3 2023.
  • Choice Hotels was a new Steward Financial Group position in Q3 2023.
  • Choice Hotels made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #804 holding.
  • Steward Financial Group first reported a position in Choice Hotels in Q2 2022 and has held it in 2 quarters since.
  • 331 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.