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Disciplined Investments’s Hilton Worldwide HLT Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-16
Closed -$2.33K – 730
2023
Q2 		$2.33K Sell
16
-2
-11% -$285 ﹤0.01% 608
2023
Q1 		$2.54K Buy
18
+2
+13% +$282 ﹤0.01% 583
2022
Q4 		$2.02K Sell
16
-3
-16% -$395 ﹤0.01% 615
2022
Q3 		$2K Buy
19
+10
+111% +$1.26K ﹤0.01% 648
2022
Q2 		$1K Sell
9
-8
-47% -$1.11K ﹤0.01% 955
2022
Q1 		$3K Buy
+17
New +$2.51K ﹤0.01% 577

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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Investments's HLT Position: Q3 2023 in Review

Disciplined Investments sold out of Hilton Worldwide (HLT) in Q3 2023, closing a stake of 16 shares — an estimated $2.33K sold.

Disciplined Investments first reported a position in HLT in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 733 funds tracked by Wall St. Rank hold HLT as of Q3 2023.

  • Disciplined Investments reported no remaining Hilton Worldwide position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 Hilton Worldwide shares in Q3 2023, an estimated $2.33K.
  • Disciplined Investments first reported a position in Hilton Worldwide in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Hilton Worldwide position peaked at $3K in Q1 2022.
  • 733 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2023.

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