Arlington Partners’s HSBC HSBC Stock Holding History

Arlington Partners’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
2024 Q1	–	Sell	-335	Closed	-$13.6K	–	143
2023 Q4	$13.6K	Hold	335	–	–	﹤0.01%	206
2023 Q3	$13.2K	Hold	335	–	–	0.01%	214
2023 Q2	$13.3K	Hold	335	–	–	﹤0.01%	436
2023 Q1	$11.4K	Hold	335	–	–	﹤0.01%	410
2022 Q4	$10.4K	Hold	335	–	–	﹤0.01%	359
2022 Q3	$9K	Hold	335	–	–	﹤0.01%	310
2022 Q2	$11K	Hold	335	–	–	﹤0.01%	371
2022 Q1	$11K	Hold	335	–	–	﹤0.01%	377
2021 Q4	$10K	Buy	+335	New	+$9.78K	﹤0.01%	470
2020 Q2	–	Sell	-31	Closed	-$1K	–	225
2020 Q1	$1K	Buy	+31	New	+$1.08K	﹤0.01%	295

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arlington Partners's HSBC Position: Q1 2024 in Review

Arlington Partners sold out of HSBC (HSBC) in Q1 2024, closing a stake of 335 shares — an estimated $13.6K sold.

Arlington Partners first reported a position in HSBC in Q1 2020 and held it in 10 quarters. The position peaked at $13.6K in Q4 2023. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

Arlington Partners reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
Arlington Partners sold 335 HSBC shares in Q1 2024, an estimated $13.6K.
Arlington Partners first reported a position in HSBC in Q1 2020 and held it in 10 quarters.
Arlington Partners's HSBC position peaked at $13.6K in Q4 2023.
410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.