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Advisor Group’s HDFC Bank HDB Stock Holding History

Advisor Group’s Portfolio HDB Stock Details HDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3.7M Buy
116,914
+5,144
+5% +$157K 0.03% 526
2019
Q3 		$3.19M Sell
111,770
-11,766
-10% -$335K 0.02% 583
2019
Q2 		$4.02M Buy
123,536
+17,316
+16% +$522K 0.03% 471
2019
Q1 		$3.08M Buy
106,220
+12,916
+14% +$335K 0.03% 538
2018
Q4 		$2.42M Buy
93,304
+1,708
+2% +$40.4K 0.02% 560
2018
Q3 		$2.15M Buy
91,596
+31,184
+52% +$795K 0.02% 610
2018
Q2 		$1.59M Buy
60,412
+2,384
+4% +$59.5K 0.02% 639
2018
Q1 		$1.43M Sell
58,028
-6,060
-9% -$153K 0.02% 692
2017
Q4 		$1.63M Buy
64,088
+8,864
+16% +$212K 0.02% 637
2017
Q3 		$1.33M Buy
55,224
+19,232
+53% +$457K 0.02% 672
2017
Q2 		$782K Buy
35,992
+9,924
+38% +$207K 0.01% 883
2017
Q1 		$490K Buy
26,068
+1,296
+5% +$22.6K 0.01% 1084
2016
Q4 		$376K Buy
24,772
+1,756
+8% +$29.4K 0.01% 1164
2016
Q3 		$414K Sell
23,016
-4,104
-15% -$72.1K 0.01% 1076
2016
Q2 		$448K Buy
+27,120
New +$432K 0.01% 976

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Advisor Group's HDB Position: Q4 2019 in Review

Advisor Group increased its HDFC Bank (HDB) stake by 4.6% in Q4 2019, buying an estimated $157K and bringing the position to 116,914 shares worth $3.7M. The position accounts for 0.03% of the portfolio, ranked #526.

Advisor Group first reported a position in HDB in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.02M in Q2 2019. 483 funds tracked by Wall St. Rank hold HDB as of Q4 2019.

  • Advisor Group held 116,914 shares of HDFC Bank worth $3.7M as of Q4 2019.
  • Advisor Group bought 5,144 HDFC Bank shares in Q4 2019, an estimated $157K.
  • HDFC Bank made up 0.03% of Advisor Group's portfolio in Q4 2019, its #526 holding.
  • Advisor Group first reported a position in HDFC Bank in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's HDFC Bank position peaked at $4.02M in Q2 2019.
  • 483 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.