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Harvest Group Wealth Management’s Hilton Worldwide HLT Stock Holding History

Harvest Group Wealth Management’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
2023
Q1 		$1.69K Hold
12
– – ﹤0.01% 133
2022
Q4 		$1.52K Buy
12
+1
+9% +$132 ﹤0.01% 128
2022
Q3 		$1K Buy
11
+7
+175% +$885 ﹤0.01% 142
2022
Q2 		$1K Buy
+4
New +$553 ﹤0.01% 155

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Harvest Group Wealth Management's HLT Position: Q1 2023 in Review

Harvest Group Wealth Management held its Hilton Worldwide (HLT) position steady in Q1 2023 at 12 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #133.

Harvest Group Wealth Management first reported a position in HLT in Q2 2022 and has held it in 4 quarters since. 758 funds tracked by Wall St. Rank hold HLT as of Q1 2023.

  • Harvest Group Wealth Management held 12 shares of Hilton Worldwide worth $1.69K as of Q1 2023.
  • Harvest Group Wealth Management left its Hilton Worldwide share count unchanged in Q1 2023.
  • Hilton Worldwide made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #133 holding.
  • Harvest Group Wealth Management first reported a position in Hilton Worldwide in Q2 2022 and has held it in 4 quarters since.
  • 758 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.