Berman Capital Advisors’s Hilton Worldwide HLT Stock Holding History

Berman Capital 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
2021 Q3	$151K	Buy	1,151 +255	+28%	+$32.2K	0.02%	330
2021 Q2	$107K	Buy	896 +240	+37%	+$30K	0.02%	365
2021 Q1	$79K	Buy	656 +213	+48%	+$24.6K	0.02%	354
2020 Q4	$49K	Buy	443 +5	+1%	+$495	0.01%	415
2020 Q3	$36K	Sell	438 -4,599	-91%	-$384K	0.01%	429
2020 Q2	$369K	Buy	5,037 +116	+2%	+$8.61K	0.1%	83
2020 Q1	$335K	Buy	4,921 +145	+3%	+$14.1K	0.11%	79
2019 Q4	$528K	Buy	4,776 +6	+0.1%	+$602	0.15%	64
2019 Q3	$443K	Buy	4,770 +35	+0.7%	+$3.32K	0.14%	74
2019 Q2	$462K	Buy	4,735 +4,557	+2,560%	+$414K	0.15%	67
2019 Q1	$14K	Buy	178 +88	+98%	+$6.89K	﹤0.01%	551
2018 Q4	$6K	Buy	+90	New	+$6.5K	﹤0.01%	626

Other funds holding HLT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's HLT Position: Q3 2021 in Review

Berman Capital Advisors increased its Hilton Worldwide (HLT) stake by 28% in Q3 2021, buying an estimated $32.2K and bringing the position to 1,151 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #330.

Berman Capital Advisors first reported a position in HLT in Q4 2018 and has held it in 12 quarters since. The position peaked at $528K in Q4 2019. 629 funds tracked by Wall St. Rank hold HLT as of Q3 2021.

Berman Capital Advisors held 1,151 shares of Hilton Worldwide worth $151K as of Q3 2021.
Berman Capital Advisors bought 255 Hilton Worldwide shares in Q3 2021, an estimated $32.2K.
Hilton Worldwide made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #330 holding.
Berman Capital Advisors first reported a position in Hilton Worldwide in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Hilton Worldwide position peaked at $528K in Q4 2019.
629 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.