UFF
H icon

USA Financial Formulas’s Hyatt Hotels H Stock Holding History

USA Financial Formulas’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
2023
Q4 		– Sell
-672
Closed -$71.3K – 427
2023
Q3 		$71.3K Hold
672
– – 0.11% 182
2023
Q2 		$77K Sell
672
-369
-35% -$41.7K 0.12% 129
2023
Q1 		$116K Buy
+1,041
New +$114K 0.19% 82
2018
Q4 		– Sell
-7,665
Closed -$591K – 361
2018
Q3 		$591K Buy
+7,665
New +$602K 0.15% 106

Other funds holding H

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

USA Financial Formulas's H Position: Q4 2023 in Review

USA Financial Formulas sold out of Hyatt Hotels (H) in Q4 2023, closing a stake of 672 shares — an estimated $71.3K sold.

USA Financial Formulas first reported a position in H in Q3 2018 and held it in 4 quarters. The position peaked at $591K in Q3 2018. 370 funds tracked by Wall St. Rank hold H as of Q4 2023.

  • USA Financial Formulas reported no remaining Hyatt Hotels position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 672 Hyatt Hotels shares in Q4 2023, an estimated $71.3K.
  • USA Financial Formulas first reported a position in Hyatt Hotels in Q3 2018 and held it in 4 quarters.
  • USA Financial Formulas's Hyatt Hotels position peaked at $591K in Q3 2018.
  • 370 funds tracked by Wall St. Rank held Hyatt Hotels as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.