Institutional & Family Asset Management’s Hilton Worldwide HLT Stock Holding History

Institutional & Family Asset 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
2021 Q3	–	Sell	-273	Closed	-$33K	–	934
2021 Q2	$33K	Buy	+273	New	+$34.1K	0.01%	404
2020 Q4	–	Sell	-5	Closed	–	–	892
2020 Q3	$0	Hold	5	–	–	﹤0.01%	862
2020 Q2	$0	Sell	5 -17	-77%	-$1.26K	﹤0.01%	869
2020 Q1	$2K	Sell	22 -6	-21%	-$584	﹤0.01%	648
2019 Q4	$3K	Sell	28 -11	-28%	-$1.1K	﹤0.01%	662
2019 Q3	$4K	Sell	39 -10	-20%	-$949	﹤0.01%	592
2019 Q2	$5K	Hold	49	–	–	﹤0.01%	595
2019 Q1	$4K	Hold	49	–	–	﹤0.01%	624
2018 Q4	$4K	Buy	49 +3	+7%	+$217	﹤0.01%	609
2018 Q3	$4K	Sell	46 -12	-21%	-$946	﹤0.01%	641
2018 Q2	$5K	Buy	58 +7	+14%	+$569	﹤0.01%	611
2018 Q1	$4K	Buy	+51	New	+$4.19K	﹤0.01%	620

Other funds holding HLT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institutional & Family Asset Management's HLT Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Hilton Worldwide (HLT) in Q3 2021, closing a stake of 273 shares — an estimated $33K sold.

Institutional & Family Asset Management first reported a position in HLT in Q1 2018 and held it in 12 quarters. The position peaked at $33K in Q2 2021. 628 funds tracked by Wall St. Rank hold HLT as of Q3 2021.

Institutional & Family Asset Management reported no remaining Hilton Worldwide position as of Q3 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 273 Hilton Worldwide shares in Q3 2021, an estimated $33K.
Institutional & Family Asset Management first reported a position in Hilton Worldwide in Q1 2018 and held it in 12 quarters.
Institutional & Family Asset Management's Hilton Worldwide position peaked at $33K in Q2 2021.
628 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.