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Kula Investments’s Hilton Worldwide HLT Stock Holding History

Kula Investments’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 		$2.33M Buy
16,522
+1,139
+7% +$160K 0.57% 7
2022
Q4 		$1.94M Buy
+15,383
New +$2.03M 0.57% 4

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kula Investments's HLT Position: Q1 2023 in Review

Kula Investments increased its Hilton Worldwide (HLT) stake by 7.4% in Q1 2023, buying an estimated $160K and bringing the position to 16,522 shares worth $2.33M. The position accounts for 0.57% of the portfolio, ranked #7.

Kula Investments first reported a position in HLT in Q4 2022 and has held it in 2 quarters since. 757 funds tracked by Wall St. Rank hold HLT as of Q1 2023.

  • Kula Investments held 16,522 shares of Hilton Worldwide worth $2.33M as of Q1 2023.
  • Kula Investments bought 1,139 Hilton Worldwide shares in Q1 2023, an estimated $160K.
  • Hilton Worldwide made up 0.57% of Kula Investments's portfolio in Q1 2023, its #7 holding.
  • Kula Investments first reported a position in Hilton Worldwide in Q4 2022 and has held it in 2 quarters since.
  • 757 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.