Transform Wealth’s Hyatt Hotels H Stock Holding History

Transform Wealth’s Portfolio H Stock Details H Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-41,576	Closed	-$6.32M	–	226
2024 Q2	$6.32M	Buy	41,576 +1,209	+3%	+$181K	0.47%	57
2024 Q1	$6.44M	Buy	40,367 +2,788	+7%	+$393K	0.61%	61
2023 Q4	$4.9M	Sell	37,579 -621	-2%	-$70.4K	0.48%	71
2023 Q3	$4.05M	Buy	38,200 +497	+1%	+$56.6K	0.43%	73
2023 Q2	$4.32M	Buy	37,703 +2,074	+6%	+$235K	0.39%	87
2023 Q1	$3.98M	Buy	+35,629	New	+$3.9M	0.38%	79

Other funds holding H

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Transform Wealth's H Position: Q3 2024 in Review

Transform Wealth sold out of Hyatt Hotels (H) in Q3 2024, closing a stake of 41,576 shares — an estimated $6.32M sold.

Transform Wealth first reported a position in H in Q1 2023 and held it in 6 quarters. The position peaked at $6.44M in Q1 2024. 437 funds tracked by Wall St. Rank hold H as of Q3 2024.

Transform Wealth reported no remaining Hyatt Hotels position as of Q3 2024 after selling out during the quarter.
Transform Wealth sold 41,576 Hyatt Hotels shares in Q3 2024, an estimated $6.32M.
Transform Wealth first reported a position in Hyatt Hotels in Q1 2023 and held it in 6 quarters.
Transform Wealth's Hyatt Hotels position peaked at $6.44M in Q1 2024.
437 funds tracked by Wall St. Rank held Hyatt Hotels as of Q3 2024.

Based on Transform Wealth's 13F filing for Q3 2024, filed 16 Oct 2024.