AJ Wealth Strategies’s HDFC Bank HDB Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$207K	Buy	+5,938	New	+$200K	0.01%	280
2023 Q1	–	Sell	-22,500	Closed	-$770K	–	299
2022 Q4	$770K	Hold	22,500	–	–	0.04%	153
2022 Q3	$657K	Hold	22,500	–	–	0.04%	161
2022 Q2	$618K	Hold	22,500	–	–	0.03%	169
2022 Q1	$690K	Hold	22,500	–	–	0.03%	168
2021 Q4	$732K	Hold	22,500	–	–	0.03%	163
2021 Q3	$822K	Hold	22,500	–	–	0.04%	150
2021 Q2	$823K	Hold	22,500	–	–	0.05%	137
2021 Q1	$874K	Hold	22,500	–	–	0.06%	124
2020 Q4	$813K	Hold	22,500	–	–	0.07%	113
2020 Q3	$562K	Hold	22,500	–	–	0.06%	129
2020 Q2	$511K	Hold	22,500	–	–	0.06%	126
2020 Q1	$433K	Buy	+22,500	New	+$605K	0.06%	106

Other funds holding HDB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AJ Wealth Strategies's HDB Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in HDFC Bank (HDB) in Q2 2023: 5,938 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings. This is a return to the name: AJ Wealth Strategies previously reported a position in HDB as recently as Q4 2022.

AJ Wealth Strategies first reported a position in HDB in Q1 2020 and has held it in 13 quarters since. The position peaked at $874K in Q1 2021. 535 funds tracked by Wall St. Rank hold HDB as of Q2 2023.

AJ Wealth Strategies held 5,938 shares of HDFC Bank worth $207K as of Q2 2023.
HDFC Bank was a new AJ Wealth Strategies position in Q2 2023.
HDFC Bank made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #280 holding.
AJ Wealth Strategies first reported a position in HDFC Bank in Q1 2020 and has held it in 13 quarters since.
AJ Wealth Strategies's HDFC Bank position peaked at $874K in Q1 2021.
535 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.