FA
HLT icon

Fortis Advisors’s Hilton Worldwide HLT Stock Holding History

Fortis Advisors’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
Q1 		– Sell
-2,102
Closed -$205K – 347
2019
Q4 		$233K Hold
2,102
– – 0.14% 100
2019
Q3 		$196K Hold
2,102
– – 0.09% 129
2019
Q2 		$205K Buy
+2,102
New +$191K 0.1% 113

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fortis Advisors's HLT Position: Q1 2020 in Review

Fortis Advisors sold out of Hilton Worldwide (HLT) in Q1 2020, closing a stake of 2,102 shares — an estimated $205K sold.

Fortis Advisors first reported a position in HLT in Q2 2019 and held it in 3 quarters. The position peaked at $233K in Q4 2019. 485 funds tracked by Wall St. Rank hold HLT as of Q1 2020.

  • Fortis Advisors reported no remaining Hilton Worldwide position as of Q1 2020 after selling out during the quarter.
  • Fortis Advisors sold 2,102 Hilton Worldwide shares in Q1 2020, an estimated $205K.
  • Fortis Advisors first reported a position in Hilton Worldwide in Q2 2019 and held it in 3 quarters.
  • Fortis Advisors's Hilton Worldwide position peaked at $233K in Q4 2019.
  • 485 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.