Disciplined Investments’s Hyatt Hotels H Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-7	Closed	-$802	–	702
2023 Q2	$802	Sell	7 -2	-22%	-$226	﹤0.01%	1056
2023 Q1	$1.01K	Hold	9	–	–	﹤0.01%	952
2022 Q4	$814	Buy	9 +2	+29%	+$184	﹤0.01%	989
2022 Q3	$1K	Buy	7 +2	+40%	+$170	﹤0.01%	929
2022 Q2	$0	Sell	5 -2	-29%	-$174	﹤0.01%	1404
2022 Q1	$1K	Buy	+7	New	+$657	﹤0.01%	1003

Other funds holding H

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

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Disciplined Investments's H Position: Q3 2023 in Review

Disciplined Investments sold out of Hyatt Hotels (H) in Q3 2023, closing a stake of 7 shares — an estimated $802 sold.

Disciplined Investments first reported a position in H in Q1 2022 and held it in 6 quarters. The position peaked at $1.01K in Q1 2023. 341 funds tracked by Wall St. Rank hold H as of Q3 2023.

Disciplined Investments reported no remaining Hyatt Hotels position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 7 Hyatt Hotels shares in Q3 2023, an estimated $802.
Disciplined Investments first reported a position in Hyatt Hotels in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Hyatt Hotels position peaked at $1.01K in Q1 2023.
341 funds tracked by Wall St. Rank held Hyatt Hotels as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.