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Fiduciary Planning’s Hilton Worldwide HLT Stock Holding History

Fiduciary Planning’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
2022
Q1 		– Sell
-2,803
Closed -$437K – 43
2021
Q4 		$437K Sell
2,803
-5,992
-68% -$863K 0.25% 37
2021
Q3 		$1.16M Sell
8,795
-1,152
-12% -$146K 0.62% 19
2021
Q2 		$1.2M Sell
9,947
-6,066
-38% -$757K 1.04% 24
2021
Q1 		$1.94M Buy
16,013
+770
+5% +$89K 2.93% 12
2020
Q4 		$1.7M Buy
15,243
+622
+4% +$61.6K 2.39% 16
2020
Q3 		$1.25M Buy
14,621
+1,087
+8% +$90.8K 2.06% 20
2020
Q2 		$1.02M Buy
13,534
+855
+7% +$63.5K 2.24% 20
2020
Q1 		$865K Buy
+12,679
New +$1.23M 1.62% 22

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Planning's HLT Position: Q1 2022 in Review

Fiduciary Planning sold out of Hilton Worldwide (HLT) in Q1 2022, closing a stake of 2,803 shares — an estimated $437K sold.

Fiduciary Planning first reported a position in HLT in Q1 2020 and held it in 8 quarters. The position peaked at $1.94M in Q1 2021. 701 funds tracked by Wall St. Rank hold HLT as of Q1 2022.

  • Fiduciary Planning reported no remaining Hilton Worldwide position as of Q1 2022 after selling out during the quarter.
  • Fiduciary Planning sold 2,803 Hilton Worldwide shares in Q1 2022, an estimated $437K.
  • Fiduciary Planning first reported a position in Hilton Worldwide in Q1 2020 and held it in 8 quarters.
  • Fiduciary Planning's Hilton Worldwide position peaked at $1.94M in Q1 2021.
  • 701 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2022.

Based on Fiduciary Planning's 13F filing for Q1 2022, filed 11 May 2022.