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Stonebridge Financial Planning Group’s Hilton Worldwide HLT Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-100
Closed -$14K – 218
2021
Q4 		$14K Hold
100
– – 0.01% 319
2021
Q3 		$15K Hold
100
– – 0.01% 315
2021
Q2 		$13K Hold
100
– – 0.01% 337
2021
Q1 		$13K Hold
100
– – 0.01% 337
2020
Q4 		$11K Hold
100
– – 0.01% 319
2020
Q3 		$9K Hold
100
– – 0.01% 321
2020
Q2 		$7K Buy
100
+45
+82% +$3.34K 0.01% 335
2020
Q1 		$4K Buy
+55
New +$5.36K ﹤0.01% 371

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

Stonebridge Financial Planning Group's HLT Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Hilton Worldwide (HLT) in Q1 2022, closing a stake of 100 shares — an estimated $14K sold.

Stonebridge Financial Planning Group first reported a position in HLT in Q1 2020 and held it in 8 quarters. The position peaked at $15K in Q3 2021. 701 funds tracked by Wall St. Rank hold HLT as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Hilton Worldwide position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 100 Hilton Worldwide shares in Q1 2022, an estimated $14K.
  • Stonebridge Financial Planning Group first reported a position in Hilton Worldwide in Q1 2020 and held it in 8 quarters.
  • Stonebridge Financial Planning Group's Hilton Worldwide position peaked at $15K in Q3 2021.
  • 701 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.