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Obermeyer Wealth Partners’s Hilton Worldwide HLT Stock Holding History

Obermeyer Wealth Partners’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
2020
Q1 		– Sell
-209,895
Closed -$23.3M – 131
2019
Q4 		$23.3M Buy
209,895
+4,508
+2% +$452K 2.06% 26
2019
Q3 		$19.1M Sell
205,387
-11,779
-5% -$1.12M 1.77% 28
2019
Q2 		$21.2M Buy
+217,166
New +$19.7M 1.91% 26

Other funds holding HLT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Obermeyer Wealth Partners's HLT Position: Q1 2020 in Review

Obermeyer Wealth Partners sold out of Hilton Worldwide (HLT) in Q1 2020, closing a stake of 209,895 shares — an estimated $23.3M sold.

Obermeyer Wealth Partners first reported a position in HLT in Q2 2019 and held it in 3 quarters. The position peaked at $23.3M in Q4 2019. 485 funds tracked by Wall St. Rank hold HLT as of Q1 2020.

  • Obermeyer Wealth Partners reported no remaining Hilton Worldwide position as of Q1 2020 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 209,895 Hilton Worldwide shares in Q1 2020, an estimated $23.3M.
  • Obermeyer Wealth Partners first reported a position in Hilton Worldwide in Q2 2019 and held it in 3 quarters.
  • Obermeyer Wealth Partners's Hilton Worldwide position peaked at $23.3M in Q4 2019.
  • 485 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2020.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2020, filed 30 Apr 2020.