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Omnia Family Wealth’s Hilton Worldwide HLT Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-19
Closed -$2K – 284
2019
Q1 		$2K Hold
19
– – ﹤0.01% 461
2018
Q4 		$1K Hold
19
– – ﹤0.01% 502
2018
Q3 		$2K Hold
19
– – ﹤0.01% 451
2018
Q2 		$2K Hold
19
– – ﹤0.01% 431
2018
Q1 		$1K Hold
19
– – ﹤0.01% 544
2017
Q4 		$2K Hold
19
– – ﹤0.01% 448
2017
Q3 		$1K Sell
19
-38
-67% -$2.42K ﹤0.01% 568
2017
Q2 		$4K Hold
57
– – ﹤0.01% 456
2017
Q1 		$3K Hold
57
– – ﹤0.01% 506
2016
Q4 		$5K Buy
+57
New +$4.19K ﹤0.01% 374

Other funds holding HLT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Omnia Family Wealth's HLT Position: Q2 2019 in Review

Omnia Family Wealth sold out of Hilton Worldwide (HLT) in Q2 2019, closing a stake of 19 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in HLT in Q4 2016 and held it in 10 quarters. The position peaked at $5K in Q4 2016. 526 funds tracked by Wall St. Rank hold HLT as of Q2 2019.

  • Omnia Family Wealth reported no remaining Hilton Worldwide position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 19 Hilton Worldwide shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Hilton Worldwide in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Hilton Worldwide position peaked at $5K in Q4 2016.
  • 526 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.