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Wright Investors Service’s Hilton Worldwide HLT Stock Holding History

Wright Investors Service’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
2018
Q3 		– Sell
-3,754
Closed -$297K – 153
2018
Q2 		$297K Buy
+3,754
New +$305K 0.12% 132
2017
Q2 		– Sell
-7,059
Closed -$413K – 236
2017
Q1 		$413K Buy
7,059
+4,534
+180% +$263K 0.17% 168
2016
Q4 		$206K Buy
+2,525
New +$186K 0.09% 220

Other funds holding HLT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Wright Investors Service's HLT Position: Q3 2018 in Review

Wright Investors Service sold out of Hilton Worldwide (HLT) in Q3 2018, closing a stake of 3,754 shares — an estimated $297K sold.

Wright Investors Service first reported a position in HLT in Q4 2016 and held it in 3 quarters. The position peaked at $413K in Q1 2017. 473 funds tracked by Wall St. Rank hold HLT as of Q3 2018.

  • Wright Investors Service reported no remaining Hilton Worldwide position as of Q3 2018 after selling out during the quarter.
  • Wright Investors Service sold 3,754 Hilton Worldwide shares in Q3 2018, an estimated $297K.
  • Wright Investors Service first reported a position in Hilton Worldwide in Q4 2016 and held it in 3 quarters.
  • Wright Investors Service's Hilton Worldwide position peaked at $413K in Q1 2017.
  • 473 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2018.

Based on Wright Investors Service's 13F filing for Q3 2018, filed 25 Oct 2018.