Edgestream Partners’s Hyatt Hotels H Stock Holding History

Edgestream 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
2026 Q1	$3.26M	Sell	22,668 -13,000	-36%	-$2.06M	0.11%	360
2025 Q4	$5.72M	Buy	+35,668	New	+$5.46M	0.16%	202
2025 Q1	–	Sell	-7,477	Closed	-$1.17M	–	918
2024 Q4	$1.17M	Sell	7,477 -40,517	-84%	-$6.29M	0.05%	525
2024 Q3	$7.3M	Sell	47,994 -1,832	-4%	-$270K	0.32%	48
2024 Q2	$7.57M	Buy	49,826 +28,446	+133%	+$4.27M	0.36%	35
2024 Q1	$3.41M	Buy	+21,380	New	+$3.01M	0.17%	202
2023 Q4	–	Sell	-45,866	Closed	-$4.87M	–	927
2023 Q3	$4.87M	Buy	45,866 +11,273	+33%	+$1.28M	0.39%	24
2023 Q2	$3.96M	Buy	+34,593	New	+$3.91M	0.36%	35
2023 Q1	–	Sell	-3,398	Closed	-$307K	–	593
2022 Q4	$307K	Buy	+3,398	New	+$312K	0.03%	432
2022 Q3	–	Sell	-14,422	Closed	-$1.07M	–	517
2022 Q2	$1.07M	Buy	+14,422	New	+$1.25M	0.08%	309
2021 Q4	–	Sell	-10,515	Closed	-$811K	–	513
2021 Q3	$811K	Buy	+10,515	New	+$793K	0.05%	344

Other funds holding H

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 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return