Baldwin Wealth Partners’s Hilton Worldwide HLT Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-100	Closed	-$23.1K	–	581
2024 Q3	$23.1K	Hold	100	–	–	﹤0.01%	679
2024 Q2	$21.8K	Hold	100	–	–	﹤0.01%	448
2024 Q1	$21.3K	Hold	100	–	–	﹤0.01%	477
2023 Q4	$18.2K	Hold	100	–	–	﹤0.01%	511
2023 Q3	$15K	Hold	100	–	–	﹤0.01%	542
2023 Q2	$14.6K	Hold	100	–	–	﹤0.01%	567
2023 Q1	$14.1K	Hold	100	–	–	﹤0.01%	585
2022 Q4	$12.6K	Hold	100	–	–	﹤0.01%	589
2022 Q3	$12K	Hold	100	–	–	﹤0.01%	496
2022 Q2	$11K	Hold	100	–	–	﹤0.01%	525
2022 Q1	$15K	Hold	100	–	–	﹤0.01%	504
2021 Q4	$16K	Hold	100	–	–	﹤0.01%	465
2021 Q3	$13K	Hold	100	–	–	﹤0.01%	491
2021 Q2	$12K	Hold	100	–	–	﹤0.01%	519
2021 Q1	$12K	Hold	100	–	–	﹤0.01%	495
2020 Q4	$11K	Hold	100	–	–	﹤0.01%	444
2020 Q3	$9K	Hold	100	–	–	﹤0.01%	439
2020 Q2	$7K	Hold	100	–	–	﹤0.01%	451
2020 Q1	$7K	Hold	100	–	–	﹤0.01%	448
2019 Q4	$11K	Hold	100	–	–	﹤0.01%	450
2019 Q3	$9K	Hold	100	–	–	﹤0.01%	462
2019 Q2	$10K	Sell	100 -26	-21%	-$2.36K	﹤0.01%	450
2019 Q1	$10K	Hold	126	–	–	﹤0.01%	453
2018 Q4	$9K	Hold	126	–	–	﹤0.01%	443
2018 Q3	$10K	Hold	126	–	–	﹤0.01%	464
2018 Q2	$10K	Hold	126	–	–	﹤0.01%	459
2018 Q1	$10K	Hold	126	–	–	﹤0.01%	436
2017 Q4	$10K	Hold	126	–	–	﹤0.01%	418
2017 Q3	$9K	Buy	+126	New	+$8.03K	﹤0.01%	416

Other funds holding HLT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Baldwin Wealth Partners's HLT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Hilton Worldwide (HLT) in Q4 2024, closing a stake of 100 shares — an estimated $23.1K sold.

Baldwin Wealth Partners first reported a position in HLT in Q3 2017 and held it in 29 quarters. The position peaked at $23.1K in Q3 2024. 1,011 funds tracked by Wall St. Rank hold HLT as of Q4 2024.

Baldwin Wealth Partners reported no remaining Hilton Worldwide position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 100 Hilton Worldwide shares in Q4 2024, an estimated $23.1K.
Baldwin Wealth Partners first reported a position in Hilton Worldwide in Q3 2017 and held it in 29 quarters.
Baldwin Wealth Partners's Hilton Worldwide position peaked at $23.1K in Q3 2024.
1,011 funds tracked by Wall St. Rank held Hilton Worldwide as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.