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Arden Trust’s HSBC HSBC Stock Holding History

Arden Trust’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,591
Closed -$73K – 516
2020
Q1 		$73K Buy
+2,591
New +$90K 0.01% 428
2016
Q3 		– Sell
-16,283
Closed -$454 – 411
2016
Q2 		$454 Buy
16,283
+1,141
+8% +$32.3K 0.03% 378
2016
Q1 		$420K Sell
15,142
-3,258
-18% -$96.3K 0.03% 399
2015
Q4 		$647K Buy
18,400
+1,465
+9% +$51.7K 0.05% 324
2015
Q3 		$571K Buy
16,935
+7,937
+88% +$297K 0.05% 367
2015
Q2 		$359 Buy
8,998
+521
+6% +$21.7K 0.05% 318
2015
Q1 		$318 Sell
8,477
-6,736
-44% -$263K 0.05% 338
2014
Q4 		$619K Buy
15,213
+4
+0% +$171 0.09% 210
2014
Q3 		$667K Buy
15,209
+662
+5% +$30.2K 0.09% 202
2014
Q2 		$637K Sell
14,547
-522
-3% -$23.3K 0.09% 194
2014
Q1 		$660K Sell
15,069
-644
-4% -$29.2K 0.08% 200
2013
Q4 		$747K Sell
15,713
-961
-6% -$45.5K 0.09% 182
2013
Q3 		$779K Sell
16,674
-2,743
-14% -$130K 0.1% 172
2013
Q2 		$868K Buy
+19,417
New +$908K 0.11% 165

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arden Trust's HSBC Position: Q2 2020 in Review

Arden Trust sold out of HSBC (HSBC) in Q2 2020, closing a stake of 2,591 shares — an estimated $73K sold.

Arden Trust first reported a position in HSBC in Q2 2013 and held it in 14 quarters. The position peaked at $868K in Q2 2013. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • Arden Trust reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 2,591 HSBC shares in Q2 2020, an estimated $73K.
  • Arden Trust first reported a position in HSBC in Q2 2013 and held it in 14 quarters.
  • Arden Trust's HSBC position peaked at $868K in Q2 2013.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.