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Annis Gardner Whiting Capital Advisors’s HDFC Bank HDB Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2024
Q3 		– Sell
-492
Closed -$16K – 829
2024
Q2 		$16K Hold
492
– – ﹤0.01% 607
2024
Q1 		$13.8K Buy
+492
New +$14K ﹤0.01% 627

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's HDB Position: Q3 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of HDFC Bank (HDB) in Q3 2024, closing a stake of 492 shares — an estimated $16K sold.

Annis Gardner Whiting Capital Advisors first reported a position in HDB in Q1 2024 and held it in 2 quarters. The position peaked at $16K in Q2 2024. 597 funds tracked by Wall St. Rank hold HDB as of Q3 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining HDFC Bank position as of Q3 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 492 HDFC Bank shares in Q3 2024, an estimated $16K.
  • Annis Gardner Whiting Capital Advisors first reported a position in HDFC Bank in Q1 2024 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's HDFC Bank position peaked at $16K in Q2 2024.
  • 597 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.