CHH β€” CHOICE HOTELS INTL INC

Ownership history in HighTower Advisors, LLC  Β·  11 quarters on record

This page tracks every 13F SEC filing in which HighTower Advisors, LLC reported a position in CHOICE HOTELS INTL INC (CHH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

HighTower Advisors, LLC Γ— CHH AI Analytics

πŸ“‰ HighTower Advisors, LLC underperformed the S&P 500 by –26.8% annually on this CHH position. Timing score: 67% (6/9 decisions correct). Average cost basis: $116.40. Maximum drawdown during holding period: –24.2%.

πŸ“ˆ Position Alpha vs SPY
-26.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 26.8% ann.
9 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
6 of 9 add/trim decisions correct

πŸ’° Entry Quality
$116.40
-8.7% vs current ($106.30)

Best entry: $114.45 (2023 Q2)  Β·  Worst: $117.01 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–24.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
27%
buy-side decisions

3 adds Β· 8 trims. Bought during 1 of 4 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CHH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,631 -5,935 -69.3% 0.00% $281K $106.30
2025 Q2 REDUCED 8,566 -1,610 -15.8% 0.00% $1.1M $125.87
2025 Q1 REDUCED 10,176 -279 -2.7% 0.00% $1.4M $131.44
2024 Q4 REDUCED 10,455 -35 -0.3% 0.00% $1.5M $140.26
2024 Q3 REDUCED 10,490 -947 -8.3% 0.00% $1.4M $128.44
2024 Q2 ADDED 11,437 +8,220 +255.5% 0.00% $1.4M $117.01
2024 Q1 REDUCED 3,217 -1,451 -31.1% 0.00% $423K $123.96
2023 Q3 REDUCED 4,668 -75 -1.6% 0.00% $566K $119.88
2023 Q2 ADDED 4,743 +2,593 +120.6% 0.00% $553K $114.45
2023 Q1 REDUCED 2,150 -235 -9.9% 0.00% $254K $114.13
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history
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