Halpern Financial’s Hyatt Hotels H Stock Holding History

Halpern Financial’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
2024 Q3	–	Sell	-20	Closed	-$3.04K	–	238
2024 Q2	$3.04K	Buy	+20	New	+$3K	﹤0.01%	193

Other funds holding H

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Halpern Financial's H Position: Q3 2024 in Review

Halpern Financial sold out of Hyatt Hotels (H) in Q3 2024, closing a stake of 20 shares — an estimated $3.04K sold.

Halpern Financial first reported a position in H in Q2 2024 and held it in 1 quarter. The position peaked at $3.04K in Q2 2024. 437 funds tracked by Wall St. Rank hold H as of Q3 2024.

Halpern Financial reported no remaining Hyatt Hotels position as of Q3 2024 after selling out during the quarter.
Halpern Financial sold 20 Hyatt Hotels shares in Q3 2024, an estimated $3.04K.
Halpern Financial first reported a position in Hyatt Hotels in Q2 2024 and held it in 1 quarter.
Halpern Financial's Hyatt Hotels position peaked at $3.04K in Q2 2024.
437 funds tracked by Wall St. Rank held Hyatt Hotels as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.