CAL
H icon

Capital Advisors Ltd’s Hyatt Hotels H Stock Holding History

Capital Advisors Ltd’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
2026
Q1 		$25K Hold
174
– – ﹤0.01% 620
2025
Q4 		$28K Hold
174
– – ﹤0.01% 596
2025
Q3 		$25K Hold
174
– – ﹤0.01% 607
2025
Q2 		$24K Buy
174
+2
+1% +$250 ﹤0.01% 595
2025
Q1 		$21K Hold
172
– – ﹤0.01% 605
2024
Q4 		$27K Hold
172
– – ﹤0.01% 569
2024
Q3 		$26K Hold
172
– – ﹤0.01% 569
2024
Q2 		$26K Hold
172
– – ﹤0.01% 560
2024
Q1 		$27K Hold
172
– – ﹤0.01% 533
2023
Q4 		$22K Hold
172
– – ﹤0.01% 553
2023
Q3 		$18K Hold
172
– – ﹤0.01% 575
2023
Q2 		$20K Buy
+172
New +$19.5K ﹤0.01% 571
2023
Q1 		– Sell
-172
Closed – – 1342
2022
Q4 		$0 Buy
+172
New +$15.8K ﹤0.01% 1383

Other funds holding H

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return