Steward Partners Investment Advisory’s Chatham Lodging CLDT Stock Holding History

Steward Partners Investment Advisory’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
2022 Q3	–	Sell	-600	Closed	-$6K	–	3248
2022 Q2	$6K	Buy	+600	New	+$7.55K	﹤0.01%	2678
2020 Q3	–	Sell	-400	Closed	-$2K	–	2749
2020 Q2	$2K	Sell	400 -500	-56%	-$3.35K	﹤0.01%	2458
2020 Q1	$5K	Sell	900 -650	-42%	-$9.09K	﹤0.01%	2068
2019 Q4	$28K	Buy	1,550 +200	+15%	+$3.61K	﹤0.01%	1643
2019 Q3	$24K	Hold	1,350	–	–	﹤0.01%	1657
2019 Q2	$25K	Buy	+1,350	New	+$26.4K	﹤0.01%	1619
2018 Q4	–	Sell	-47	Closed	-$1K	–	992
2018 Q3	$1K	Hold	47	–	–	﹤0.01%	2475
2018 Q2	$1K	Hold	47	–	–	﹤0.01%	2325
2018 Q1	$0	Buy	+47	New	+$978	﹤0.01%	2229

Other funds holding CLDT

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's CLDT Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of Chatham Lodging (CLDT) in Q3 2022, closing a stake of 600 shares — an estimated $6K sold.

Steward Partners Investment Advisory first reported a position in CLDT in Q1 2018 and held it in 9 quarters. The position peaked at $28K in Q4 2019. 163 funds tracked by Wall St. Rank hold CLDT as of Q3 2022.

Steward Partners Investment Advisory reported no remaining Chatham Lodging position as of Q3 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 600 Chatham Lodging shares in Q3 2022, an estimated $6K.
Steward Partners Investment Advisory first reported a position in Chatham Lodging in Q1 2018 and held it in 9 quarters.
Steward Partners Investment Advisory's Chatham Lodging position peaked at $28K in Q4 2019.
163 funds tracked by Wall St. Rank held Chatham Lodging as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.