Bernard Wealth Management’s Hyatt Hotels H Stock Holding History

Bernard 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
2025 Q1	–	Sell	-166	Closed	-$26.1K	–	401
2024 Q4	$26.1K	Buy	+166	New	+$25.8K	0.01%	165

Other funds holding H

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

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

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

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

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

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

Bernard Wealth Management's H Position: Q1 2025 in Review

Bernard Wealth Management sold out of Hyatt Hotels (H) in Q1 2025, closing a stake of 166 shares — an estimated $26.1K sold.

Bernard Wealth Management first reported a position in H in Q4 2024 and held it in 1 quarter. The position peaked at $26.1K in Q4 2024. 424 funds tracked by Wall St. Rank hold H as of Q1 2025.

Bernard Wealth Management reported no remaining Hyatt Hotels position as of Q1 2025 after selling out during the quarter.
Bernard Wealth Management sold 166 Hyatt Hotels shares in Q1 2025, an estimated $26.1K.
Bernard Wealth Management first reported a position in Hyatt Hotels in Q4 2024 and held it in 1 quarter.
Bernard Wealth Management's Hyatt Hotels position peaked at $26.1K in Q4 2024.
424 funds tracked by Wall St. Rank held Hyatt Hotels as of Q1 2025.

Based on Bernard Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.