Kaizen Advisory’s Hilton Worldwide HLT Stock Holding History

Kaizen Advisory’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
2018 Q4	$59K	Buy	820 +112	+16%	+$8.09K	0.04%	299
2018 Q3	$57K	Hold	708	–	–	0.03%	310
2018 Q2	$56K	Buy	708 +511	+259%	+$41.6K	0.03%	310
2018 Q1	$16K	Hold	197	–	–	0.02%	373
2017 Q4	$16K	Buy	+197	New	+$14.6K	0.01%	360

Other funds holding HLT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

PSCM

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaizen Advisory's HLT Position: Q4 2018 in Review

Kaizen Advisory increased its Hilton Worldwide (HLT) stake by 16% in Q4 2018, buying an estimated $8.09K and bringing the position to 820 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #299.

Kaizen Advisory first reported a position in HLT in Q4 2017 and has held it in 5 quarters since. 476 funds tracked by Wall St. Rank hold HLT as of Q4 2018.

Kaizen Advisory held 820 shares of Hilton Worldwide worth $59K as of Q4 2018.
Kaizen Advisory bought 112 Hilton Worldwide shares in Q4 2018, an estimated $8.09K.
Hilton Worldwide made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #299 holding.
Kaizen Advisory first reported a position in Hilton Worldwide in Q4 2017 and has held it in 5 quarters since.
476 funds tracked by Wall St. Rank held Hilton Worldwide as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.