Tradition Wealth Management’s Hilton Worldwide HLT Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-104	Closed	-$19K	–	738
2023 Q4	$19K	Hold	104	–	–	﹤0.01%	853
2023 Q3	$16K	Hold	104	–	–	﹤0.01%	899
2023 Q2	$15K	Buy	104 +2	+2%	+$285	﹤0.01%	943
2023 Q1	$14K	Sell	102 -1	-1%	-$141	﹤0.01%	907
2022 Q4	$13K	Buy	103 +2	+2%	+$264	﹤0.01%	841
2022 Q3	$12K	Buy	101 +1	+1%	+$126	﹤0.01%	879
2022 Q2	$11K	Hold	100	–	–	﹤0.01%	794
2022 Q1	$15K	Hold	100	–	–	﹤0.01%	794
2021 Q4	$16K	Hold	100	–	–	﹤0.01%	787
2021 Q3	$13K	Hold	100	–	–	﹤0.01%	838
2021 Q2	$12K	Hold	100	–	–	﹤0.01%	894
2021 Q1	$12K	Hold	100	–	–	﹤0.01%	736
2020 Q4	$11K	Buy	+100	New	+$9.91K	﹤0.01%	705

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Tradition Wealth Management's HLT Position: Q1 2024 in Review

Tradition Wealth Management sold out of Hilton Worldwide (HLT) in Q1 2024, closing a stake of 104 shares — an estimated $19K sold.

Tradition Wealth Management first reported a position in HLT in Q4 2020 and held it in 13 quarters. The position peaked at $19K in Q4 2023. 864 funds tracked by Wall St. Rank hold HLT as of Q1 2024.

Tradition Wealth Management reported no remaining Hilton Worldwide position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 104 Hilton Worldwide shares in Q1 2024, an estimated $19K.
Tradition Wealth Management first reported a position in Hilton Worldwide in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Hilton Worldwide position peaked at $19K in Q4 2023.
864 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.