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Valeo Financial Advisors’s Hyatt Hotels H Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-79
Closed -$7K – 1054
2021
Q1 		$7K Hold
79
– – ﹤0.01% 1455
2020
Q4 		$6K Hold
79
– – ﹤0.01% 1329
2020
Q3 		$4K Buy
79
+12
+18% +$644 ﹤0.01% 1294
2020
Q2 		$3K Buy
67
+12
+22% +$639 ﹤0.01% 1668
2020
Q1 		$3K Buy
55
+7
+15% +$529 ﹤0.01% 1417
2019
Q4 		$4K Hold
48
– – ﹤0.01% 1340
2019
Q3 		$4K Hold
48
– – ﹤0.01% 1243
2019
Q2 		$4K Hold
48
– – ﹤0.01% 1267
2019
Q1 		$3K Hold
48
– – ﹤0.01% 1285
2018
Q4 		$3K Sell
48
-62
-56% -$4.34K ﹤0.01% 1203
2018
Q3 		$7K Buy
+110
New +$8.64K ﹤0.01% 1076

Other funds holding H

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Valeo Financial Advisors's H Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Hyatt Hotels (H) in Q2 2021, closing a stake of 79 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in H in Q3 2018 and held it in 11 quarters. The position peaked at $7K in Q1 2021. 247 funds tracked by Wall St. Rank hold H as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Hyatt Hotels position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 79 Hyatt Hotels shares in Q2 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in Hyatt Hotels in Q3 2018 and held it in 11 quarters.
  • Valeo Financial Advisors's Hyatt Hotels position peaked at $7K in Q1 2021.
  • 247 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.