Legacy Advisors’s Hilton Worldwide HLT Stock Holding History

Legacy 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
2025 Q1	$263K	Buy	1,154 +281	+32%	+$70K	0.03%	354
2024 Q4	$216K	Buy	+873	New	+$214K	0.02%	375
2019 Q3	–	Sell	-100	Closed	-$10K	–	200
2019 Q2	$10K	Hold	100	–	–	0.01%	302
2019 Q1	$8K	Buy	+100	New	+$7.83K	﹤0.01%	342
2018 Q4	–	Sell	-100	Closed	-$8K	–	229
2018 Q3	$8K	Hold	100	–	–	﹤0.01%	371
2018 Q2	$8K	Hold	100	–	–	0.01%	324
2018 Q1	$8K	Hold	100	–	–	0.01%	285
2017 Q4	$7K	Hold	100	–	–	0.01%	281
2017 Q3	$6K	Hold	100	–	–	0.01%	267
2017 Q2	$6K	Hold	100	–	–	0.01%	175
2017 Q1	$5K	Hold	100	–	–	0.01%	172
2016 Q4	$8K	Buy	+100	New	+$7.35K	0.01%	180

Other funds holding HLT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Legacy Advisors's HLT Position: Q1 2025 in Review

Legacy Advisors increased its Hilton Worldwide (HLT) stake by 32% in Q1 2025, buying an estimated $70K and bringing the position to 1,154 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #354.

Legacy Advisors first reported a position in HLT in Q4 2016 and has held it in 12 quarters since. 1,013 funds tracked by Wall St. Rank hold HLT as of Q1 2025.

Legacy Advisors held 1,154 shares of Hilton Worldwide worth $263K as of Q1 2025.
Legacy Advisors bought 281 Hilton Worldwide shares in Q1 2025, an estimated $70K.
Hilton Worldwide made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #354 holding.
Legacy Advisors first reported a position in Hilton Worldwide in Q4 2016 and has held it in 12 quarters since.
1,013 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.