Concord Wealth Partners’s Hyatt Hotels H Stock Holding History

Concord Wealth Partners’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	-9	Closed	-$1.41K	–	871
2024 Q4	$1.41K	Hold	9	–	–	﹤0.01%	750
2024 Q3	$1.37K	Buy	+9	New	+$1.33K	﹤0.01%	794

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

Concord Wealth Partners's H Position: Q1 2025 in Review

Concord Wealth Partners sold out of Hyatt Hotels (H) in Q1 2025, closing a stake of 9 shares — an estimated $1.41K sold.

Concord Wealth Partners first reported a position in H in Q3 2024 and held it in 2 quarters. The position peaked at $1.41K in Q4 2024. 424 funds tracked by Wall St. Rank hold H as of Q1 2025.

Concord Wealth Partners reported no remaining Hyatt Hotels position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 9 Hyatt Hotels shares in Q1 2025, an estimated $1.41K.
Concord Wealth Partners first reported a position in Hyatt Hotels in Q3 2024 and held it in 2 quarters.
Concord Wealth Partners's Hyatt Hotels position peaked at $1.41K in Q4 2024.
424 funds tracked by Wall St. Rank held Hyatt Hotels as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.