BerganKDV Wealth Management’s Hyatt Hotels H Stock Holding History

BerganKDV Wealth Management’s Portfolio H Stock Details H Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.26K	Hold	11	–	–	﹤0.01%	732
2023 Q1	$1.23K	Hold	11	–	–	﹤0.01%	882
2022 Q4	$995	Hold	11	–	–	﹤0.01%	879
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	891
2022 Q2	$1K	Sell	11 -3	-21%	-$260	﹤0.01%	906
2022 Q1	$1K	Sell	14 -2	-13%	-$188	﹤0.01%	926
2021 Q4	$2K	Hold	16	–	–	﹤0.01%	916
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	966
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	914
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	859
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	859
2020 Q3	$1K	Hold	16	–	–	﹤0.01%	809
2020 Q2	$1K	Buy	16 +4	+33%	+$213	﹤0.01%	861
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	826
2019 Q4	$1K	Buy	+12	New	+$936	﹤0.01%	850

Other funds holding H

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BerganKDV Wealth Management's H Position: Q2 2023 in Review

BerganKDV Wealth Management held its Hyatt Hotels (H) position steady in Q2 2023 at 11 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

BerganKDV Wealth Management first reported a position in H in Q4 2019 and has held it in 15 quarters since. The position peaked at $2K in Q4 2021. 349 funds tracked by Wall St. Rank hold H as of Q2 2023.

BerganKDV Wealth Management held 11 shares of Hyatt Hotels worth $1.26K as of Q2 2023.
BerganKDV Wealth Management left its Hyatt Hotels share count unchanged in Q2 2023.
Hyatt Hotels made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #732 holding.
BerganKDV Wealth Management first reported a position in Hyatt Hotels in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Hyatt Hotels position peaked at $2K in Q4 2021.
349 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.