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Engrave Wealth Partners’s Hilton Worldwide HLT Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-93
Closed -$6K – 222
2020
Q2 		$6K Buy
93
+5
+6% +$371 0.01% 308
2020
Q1 		$6K Sell
88
-127
-59% -$12.4K 0.01% 256
2019
Q4 		$23K Buy
+215
New +$21.6K 0.02% 199

Other funds holding HLT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Engrave Wealth Partners's HLT Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Hilton Worldwide (HLT) in Q3 2020, closing a stake of 93 shares — an estimated $6K sold.

Engrave Wealth Partners first reported a position in HLT in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 540 funds tracked by Wall St. Rank hold HLT as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Hilton Worldwide position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 93 Hilton Worldwide shares in Q3 2020, an estimated $6K.
  • Engrave Wealth Partners first reported a position in Hilton Worldwide in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Hilton Worldwide position peaked at $23K in Q4 2019.
  • 540 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.