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Loring Wolcott & Coolidge Fiduciary Advisors’s Hilton Worldwide HLT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023
Q3 		– Sell
-22
Closed -$3.2K – 630
2023
Q2 		$3.2K Buy
+22
New +$3.13K ﹤0.01% 596
2021
Q3 		– Sell
-24
Closed -$3K – 836
2021
Q2 		$3K Buy
+24
New +$3K ﹤0.01% 798

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HLT Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Hilton Worldwide (HLT) in Q3 2023, closing a stake of 22 shares — an estimated $3.2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HLT in Q2 2021 and held it in 2 quarters. The position peaked at $3.2K in Q2 2023. 734 funds tracked by Wall St. Rank hold HLT as of Q3 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Hilton Worldwide position as of Q3 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 22 Hilton Worldwide shares in Q3 2023, an estimated $3.2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Hilton Worldwide in Q2 2021 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Hilton Worldwide position peaked at $3.2K in Q2 2023.
  • 734 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.