ML&R Wealth Management’s Hyatt Hotels H Stock Holding History

ML&R Wealth Management’s Portfolio H Stock Details H Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-37,355	Closed	-$4.28M	–	80
2023 Q2	$4.28M	Buy	+37,355	New	+$4.22M	0.94%	11

Other funds holding H

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ML&R Wealth Management's H Position: Q3 2023 in Review

ML&R Wealth Management sold out of Hyatt Hotels (H) in Q3 2023, closing a stake of 37,355 shares — an estimated $4.28M sold.

ML&R Wealth Management first reported a position in H in Q2 2023 and held it in 1 quarter. The position peaked at $4.28M in Q2 2023. 341 funds tracked by Wall St. Rank hold H as of Q3 2023.

ML&R Wealth Management reported no remaining Hyatt Hotels position as of Q3 2023 after selling out during the quarter.
ML&R Wealth Management sold 37,355 Hyatt Hotels shares in Q3 2023, an estimated $4.28M.
ML&R Wealth Management first reported a position in Hyatt Hotels in Q2 2023 and held it in 1 quarter.
ML&R Wealth Management's Hyatt Hotels position peaked at $4.28M in Q2 2023.
341 funds tracked by Wall St. Rank held Hyatt Hotels as of Q3 2023.

Based on ML&R Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.