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Lee Financial’s Hilton Worldwide HLT Stock Holding History

Lee Financial’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
Q1 		– Sell
-45
Closed -$8.2K – 452
2023
Q4 		$8.2K Hold
45
– – ﹤0.01% 468
2023
Q3 		$6.76K Hold
45
– – ﹤0.01% 472
2023
Q2 		$6.55K Hold
45
– – ﹤0.01% 471
2023
Q1 		$6.34K Hold
45
– – ﹤0.01% 493
2022
Q4 		$5.69K Hold
45
– – ﹤0.01% 536
2022
Q3 		$5K Buy
45
+26
+137% +$3.29K ﹤0.01% 538
2022
Q2 		$2K Sell
19
-26
-58% -$3.6K ﹤0.01% 697
2022
Q1 		$7K Buy
45
+21
+88% +$3.1K ﹤0.01% 483
2021
Q4 		$4K Buy
24
+5
+26% +$720 ﹤0.01% 623
2021
Q3 		$3K Hold
19
– – ﹤0.01% 551
2021
Q2 		$2K Buy
+19
New +$2.37K ﹤0.01% 578
2018
Q3 		– Sell
-400
Closed -$32K – 565
2018
Q2 		$32K Buy
+400
New +$32.5K 0.01% 290

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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lee Financial's HLT Position: Q1 2024 in Review

Lee Financial sold out of Hilton Worldwide (HLT) in Q1 2024, closing a stake of 45 shares — an estimated $8.2K sold.

Lee Financial first reported a position in HLT in Q2 2018 and held it in 12 quarters. The position peaked at $32K in Q2 2018. 864 funds tracked by Wall St. Rank hold HLT as of Q1 2024.

  • Lee Financial reported no remaining Hilton Worldwide position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 45 Hilton Worldwide shares in Q1 2024, an estimated $8.2K.
  • Lee Financial first reported a position in Hilton Worldwide in Q2 2018 and held it in 12 quarters.
  • Lee Financial's Hilton Worldwide position peaked at $32K in Q2 2018.
  • 864 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.