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Steward Financial Group’s Hilton Worldwide HLT Stock Holding History

Steward Financial Group’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 		$13K Buy
87
+1
+1% +$151 ﹤0.01% 316
2023
Q2 		$12K Buy
86
+34
+65% +$4.84K ﹤0.01% 332
2023
Q1 		$7K Buy
52
+29
+126% +$4.08K ﹤0.01% 244
2022
Q4 		$2K Buy
+23
New +$3.03K ﹤0.01% 329
2022
Q3 		– Sell
-33
Closed -$3K – 625
2022
Q2 		$3K Buy
+33
New +$4.57K ﹤0.01% 451

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
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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Steward Financial Group's HLT Position: Q3 2023 in Review

Steward Financial Group increased its Hilton Worldwide (HLT) stake by 1.2% in Q3 2023, buying an estimated $151 and bringing the position to 87 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Steward Financial Group first reported a position in HLT in Q2 2022 and has held it in 5 quarters since. 733 funds tracked by Wall St. Rank hold HLT as of Q3 2023.

  • Steward Financial Group held 87 shares of Hilton Worldwide worth $13K as of Q3 2023.
  • Steward Financial Group bought 1 Hilton Worldwide share in Q3 2023, an estimated $151.
  • Hilton Worldwide made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #316 holding.
  • Steward Financial Group first reported a position in Hilton Worldwide in Q2 2022 and has held it in 5 quarters since.
  • 733 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.