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Alera Investment Advisors’s Hilton Worldwide HLT Stock Holding History

Alera Investment Advisors’s Portfolio HLT Stock Details HLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$376K Buy
1,630
+105
+7% +$22.7K 0.04% 174
2024
Q2 		$333K Buy
+1,525
New +$313K 0.04% 182
2019
Q2 		– Sell
-168
Closed -$14K – 467
2019
Q1 		$14K Buy
168
+21
+14% +$1.64K 0.01% 384
2018
Q4 		$11K Buy
+147
New +$10.6K 0.01% 408

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Alera Investment Advisors's HLT Position: Q3 2024 in Review

Alera Investment Advisors increased its Hilton Worldwide (HLT) stake by 6.9% in Q3 2024, buying an estimated $22.7K and bringing the position to 1,630 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #174.

Alera Investment Advisors first reported a position in HLT in Q4 2018 and has held it in 4 quarters since. 915 funds tracked by Wall St. Rank hold HLT as of Q3 2024.

  • Alera Investment Advisors held 1,630 shares of Hilton Worldwide worth $376K as of Q3 2024.
  • Alera Investment Advisors bought 105 Hilton Worldwide shares in Q3 2024, an estimated $22.7K.
  • Hilton Worldwide made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #174 holding.
  • Alera Investment Advisors first reported a position in Hilton Worldwide in Q4 2018 and has held it in 4 quarters since.
  • 915 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.