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Lake Street Advisors Group’s Hilton Worldwide HLT Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$422K Buy
1,706
+169
+11% +$41.4K 0.02% 362
2024
Q3 		$354K Buy
1,537
+56
+4% +$12.1K 0.02% 408
2024
Q2 		$323K Sell
1,481
-111
-7% -$22.8K 0.02% 429
2024
Q1 		$340K Buy
1,592
+22
+1% +$4.33K 0.02% 430
2023
Q4 		$286K Buy
+1,570
New +$256K 0.01% 454

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lake Street Advisors Group's HLT Position: Q4 2024 in Review

Lake Street Advisors Group increased its Hilton Worldwide (HLT) stake by 11% in Q4 2024, buying an estimated $41.4K and bringing the position to 1,706 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #362.

Lake Street Advisors Group first reported a position in HLT in Q4 2023 and has held it in 5 quarters since. 1,010 funds tracked by Wall St. Rank hold HLT as of Q4 2024.

  • Lake Street Advisors Group held 1,706 shares of Hilton Worldwide worth $422K as of Q4 2024.
  • Lake Street Advisors Group bought 169 Hilton Worldwide shares in Q4 2024, an estimated $41.4K.
  • Hilton Worldwide made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #362 holding.
  • Lake Street Advisors Group first reported a position in Hilton Worldwide in Q4 2023 and has held it in 5 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Hilton Worldwide as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.