CSWM
HLT icon

Cassady Schiller Wealth Management’s Hilton Worldwide HLT Stock Holding History

Cassady Schiller Wealth Management’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 		$3.46K Buy
+14
New +$3.43K ﹤0.01% 481
2022
Q1 		– Sell
-8
Closed -$1K – 315
2021
Q4 		$1K Buy
+8
New +$1.15K ﹤0.01% 460

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Cassady Schiller Wealth Management's HLT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Hilton Worldwide (HLT) in Q4 2024: 14 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in HLT as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in HLT in Q4 2021 and has held it in 2 quarters since. 1,009 funds tracked by Wall St. Rank hold HLT as of Q4 2024.

  • Cassady Schiller Wealth Management held 14 shares of Hilton Worldwide worth $3.46K as of Q4 2024.
  • Hilton Worldwide was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Hilton Worldwide made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #481 holding.
  • Cassady Schiller Wealth Management first reported a position in Hilton Worldwide in Q4 2021 and has held it in 2 quarters since.
  • 1,009 funds tracked by Wall St. Rank held Hilton Worldwide as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.