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JP Morgan Private Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$7.13M Buy
+47,478
New +$7.17M 0.02% 433
2023
Q2 		– Sell
-73,981
Closed -$10.4M – 1656
2023
Q1 		$10.4M Sell
73,981
-32,449
-30% -$4.57M 0.02% 421
2022
Q4 		$13.4M Buy
106,430
+2,683
+3% +$354K 0.03% 371
2022
Q3 		$12.5M Sell
103,747
-121,111
-54% -$15.3M 0.03% 350
2022
Q2 		$25.1M Sell
224,858
-378,181
-63% -$52.3M 0.06% 261
2022
Q1 		$91.5M Buy
603,039
+116,565
+24% +$17.2M 0.2% 122
2021
Q4 		$75.9M Buy
486,474
+40,763
+9% +$5.87M 0.16% 146
2021
Q3 		$58.9M Buy
445,711
+65,823
+17% +$8.32M 0.14% 161
2021
Q2 		$45.8M Buy
379,888
+183,784
+94% +$22.9M 0.12% 185
2021
Q1 		$23.7M Buy
196,104
+9,161
+5% +$1.06M 0.08% 235
2020
Q4 		$20.8M Buy
186,943
+57,136
+44% +$5.66M 0.07% 247
2020
Q3 		$11.1M Buy
129,807
+93,055
+253% +$7.78M 0.04% 314
2020
Q2 		$2.7M Buy
36,752
+17,552
+91% +$1.3M 0.01% 508
2020
Q1 		$1.31M Buy
19,200
+4,164
+28% +$406K 0.01% 633
2019
Q4 		$1.67M Buy
15,036
+8,064
+116% +$809K 0.01% 653
2019
Q3 		$649K Buy
6,972
+3,588
+106% +$341K ﹤0.01% 920
2019
Q2 		$331K Sell
3,384
-1,011
-23% -$91.8K ﹤0.01% 1114
2019
Q1 		$365K Buy
+4,395
New +$344K ﹤0.01% 1132
2018
Q4 		– Sell
-4,276
Closed -$345K – 1519
2018
Q3 		$345K Sell
4,276
-399
-9% -$31.4K ﹤0.01% 1224
2018
Q2 		$370K Buy
+4,675
New +$380K ﹤0.01% 1125

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 $1.9T AUM 41.92% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HLT Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Hilton Worldwide (HLT) in Q3 2023: 47,478 shares worth $7.13M. The stake represents 0.02% of the portfolio and ranks #433 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in HLT as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in HLT in Q2 2018 and has held it in 20 quarters since. The position peaked at $91.5M in Q1 2022. 734 funds tracked by Wall St. Rank hold HLT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 47,478 shares of Hilton Worldwide worth $7.13M as of Q3 2023.
  • Hilton Worldwide was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Hilton Worldwide made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #433 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Hilton Worldwide in Q2 2018 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's Hilton Worldwide position peaked at $91.5M in Q1 2022.
  • 734 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.