VitalStone Financial’s Choice Hotels CHH Stock Holding History

VitalStone Financial’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 Q4	–	Sell	-59	Closed	-$7K	–	491
2023 Q3	$7K	Buy	+59	New	+$7.42K	0.01%	260

Other funds holding CHH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

BTW

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

VitalStone Financial's CHH Position: Q4 2023 in Review

VitalStone Financial sold out of Choice Hotels (CHH) in Q4 2023, closing a stake of 59 shares — an estimated $7K sold.

VitalStone Financial first reported a position in CHH in Q3 2023 and held it in 1 quarter. The position peaked at $7K in Q3 2023. 336 funds tracked by Wall St. Rank hold CHH as of Q4 2023.

VitalStone Financial reported no remaining Choice Hotels position as of Q4 2023 after selling out during the quarter.
VitalStone Financial sold 59 Choice Hotels shares in Q4 2023, an estimated $7K.
VitalStone Financial first reported a position in Choice Hotels in Q3 2023 and held it in 1 quarter.
VitalStone Financial's Choice Hotels position peaked at $7K in Q3 2023.
336 funds tracked by Wall St. Rank held Choice Hotels as of Q4 2023.

Based on VitalStone Financial's 13F filing for Q4 2023, filed 14 Feb 2024.