Sutton Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

Sutton Wealth Advisors’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	$14.3K	Buy	95 +36	+61%	+$5.44K	0.01%	411
2023 Q2	$8.59K	Hold	59	–	–	﹤0.01%	484
2023 Q1	$8.31K	Sell	59 -2	-3%	-$282	﹤0.01%	457
2022 Q4	$7.71K	Hold	61	–	–	﹤0.01%	1019
2022 Q3	$7.36K	Sell	61 -3	-5%	-$379	﹤0.01%	986
2022 Q2	$7.13K	Sell	64 -4	-6%	-$553	﹤0.01%	999
2022 Q1	$10.3K	Buy	68 +6	+10%	+$885	﹤0.01%	923
2021 Q4	$9.67K	Hold	62	–	–	﹤0.01%	944
2021 Q3	$8.19K	Buy	62 +12	+24%	+$1.52K	﹤0.01%	971
2021 Q2	$6.03K	Hold	50	–	–	﹤0.01%	1018
2021 Q1	$6.05K	Buy	50 +9	+22%	+$1.04K	﹤0.01%	979
2020 Q4	$4.56K	Buy	41 +3	+8%	+$297	﹤0.01%	1002
2020 Q3	$3.24K	Buy	38 +4	+12%	+$334	﹤0.01%	1016
2020 Q2	$2.5K	Sell	34 -6	-15%	-$445	﹤0.01%	1033
2020 Q1	$2.73K	Buy	40 +6	+18%	+$584	﹤0.01%	984
2019 Q4	$3.77K	Hold	34	–	–	﹤0.01%	984
2019 Q3	$3.17K	Hold	34	–	–	﹤0.01%	1004
2019 Q2	$3.32K	Buy	34 +13	+62%	+$1.18K	﹤0.01%	986
2019 Q1	$1.75K	Buy	21 +15	+250%	+$1.17K	﹤0.01%	1066
2018 Q4	$431	Hold	6	–	–	﹤0.01%	1095
2018 Q3	$485	Hold	6	–	–	﹤0.01%	1090
2018 Q2	$475	Hold	6	–	–	﹤0.01%	1098
2018 Q1	$473	Hold	6	–	–	﹤0.01%	1096
2017 Q4	$479	Hold	6	–	–	﹤0.01%	1055
2017 Q3	$417	Hold	6	–	–	﹤0.01%	1049
2017 Q2	$371	Hold	6	–	–	﹤0.01%	1053
2017 Q1	$351	Hold	6	–	–	﹤0.01%	1042
2016 Q4	$517	Hold	6	–	–	﹤0.01%	1013
2016 Q3	$436	Hold	6	–	–	﹤0.01%	1012
2016 Q2	$428	Hold	6	–	–	﹤0.01%	986
2016 Q1	$428	Buy	+6	New	+$357	﹤0.01%	975

Other funds holding HLT

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

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

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sutton Wealth Advisors's HLT Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Hilton Worldwide (HLT) stake by 61% in Q3 2023, buying an estimated $5.44K and bringing the position to 95 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #411.

Sutton Wealth Advisors first reported a position in HLT in Q1 2016 and has held it in 31 quarters since. 734 funds tracked by Wall St. Rank hold HLT as of Q3 2023.

Sutton Wealth Advisors held 95 shares of Hilton Worldwide worth $14.3K as of Q3 2023.
Sutton Wealth Advisors bought 36 Hilton Worldwide shares in Q3 2023, an estimated $5.44K.
Hilton Worldwide made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #411 holding.
Sutton Wealth Advisors first reported a position in Hilton Worldwide in Q1 2016 and has held it in 31 quarters since.
734 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.