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CLDT

WealthStone’s Chatham Lodging CLDT Stock Holding History

WealthStone’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
2021
Q1 		$174K Buy
13,290
+64
+0.5% +$814 0.06% 259
2020
Q4 		$143K Buy
13,226
+181
+1% +$1.73K 0.05% 235
2020
Q3 		$99K Buy
+13,045
New +$85.5K 0.05% 186

Other funds holding CLDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

WealthStone's CLDT Position: Q1 2021 in Review

WealthStone increased its Chatham Lodging (CLDT) stake by 0.48% in Q1 2021, buying an estimated $814 and bringing the position to 13,290 shares worth $174K. The position accounts for 0.06% of the portfolio, ranked #259.

WealthStone first reported a position in CLDT in Q3 2020 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold CLDT as of Q1 2021.

  • WealthStone held 13,290 shares of Chatham Lodging worth $174K as of Q1 2021.
  • WealthStone bought 64 Chatham Lodging shares in Q1 2021, an estimated $814.
  • Chatham Lodging made up 0.06% of WealthStone's portfolio in Q1 2021, its #259 holding.
  • WealthStone first reported a position in Chatham Lodging in Q3 2020 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held Chatham Lodging as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.