MWM
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Midwest Wealth Management’s Hilton Worldwide HLT Stock Holding History

Midwest Wealth Management’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
2022
Q1 		$1.46M Buy
9,598
+404
+4% +$59.6K 0.88% 66
2021
Q4 		$1.43M Buy
9,194
+511
+6% +$73.6K 0.9% 61
2021
Q3 		$1.15M Buy
8,683
+286
+3% +$36.2K 0.79% 65
2021
Q2 		$1.01M Buy
8,397
+948
+13% +$118K 0.72% 70
2021
Q1 		$901K Buy
7,449
+798
+12% +$92.2K 0.73% 65
2020
Q4 		$740K Buy
+6,651
New +$659K 0.68% 66

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Midwest Wealth Management's HLT Position: Q1 2022 in Review

Midwest Wealth Management increased its Hilton Worldwide (HLT) stake by 4.4% in Q1 2022, buying an estimated $59.6K and bringing the position to 9,598 shares worth $1.46M. The position accounts for 0.88% of the portfolio, ranked #66.

Midwest Wealth Management first reported a position in HLT in Q4 2020 and has held it in 6 quarters since. 701 funds tracked by Wall St. Rank hold HLT as of Q1 2022.

  • Midwest Wealth Management held 9,598 shares of Hilton Worldwide worth $1.46M as of Q1 2022.
  • Midwest Wealth Management bought 404 Hilton Worldwide shares in Q1 2022, an estimated $59.6K.
  • Hilton Worldwide made up 0.88% of Midwest Wealth Management's portfolio in Q1 2022, its #66 holding.
  • Midwest Wealth Management first reported a position in Hilton Worldwide in Q4 2020 and has held it in 6 quarters since.
  • 701 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.