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Baldwin Wealth Partners’s HDFC Bank HDB Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-5,652
Closed -$167K – 751
2023
Q3 		$167K Hold
5,652
– – 0.01% 242
2023
Q2 		$197K Sell
5,652
-1,078
-16% -$36.3K 0.02% 238
2023
Q1 		$224K Sell
6,730
-200
-3% -$6.68K 0.02% 230
2022
Q4 		$237K Hold
6,930
– – 0.02% 214
2022
Q3 		$202K Hold
6,930
– – 0.03% 170
2022
Q2 		$190K Sell
6,930
-230
-3% -$6.49K 0.02% 187
2022
Q1 		$220K Sell
7,160
-190
-3% -$6.17K 0.02% 196
2021
Q4 		$239K Sell
7,350
-682
-8% -$23.9K 0.02% 192
2021
Q3 		$294K Buy
8,032
+70
+0.9% +$2.6K 0.03% 166
2021
Q2 		$291K Sell
7,962
-566
-7% -$20.7K 0.03% 162
2021
Q1 		$331K Buy
8,528
+850
+11% +$33.3K 0.04% 140
2020
Q4 		$277K Sell
7,678
-150
-2% -$4.78K 0.03% 147
2020
Q3 		$196K Sell
7,828
-1,656
-17% -$40.2K 0.03% 158
2020
Q2 		$216K Hold
9,484
– – 0.03% 151
2020
Q1 		$182K Buy
9,484
+1,344
+17% +$36.2K 0.03% 150
2019
Q4 		$258K Hold
8,140
– – 0.04% 158
2019
Q3 		$232K Buy
+8,140
New +$232K 0.03% 156
2018
Q4 		– Sell
-464
Closed -$11K – 519
2018
Q3 		$11K Buy
+464
New +$11.8K ﹤0.01% 455

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Baldwin Wealth Partners's HDB Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of HDFC Bank (HDB) in Q4 2023, closing a stake of 5,652 shares — an estimated $167K sold.

Baldwin Wealth Partners first reported a position in HDB in Q3 2018 and held it in 18 quarters. The position peaked at $331K in Q1 2021. 559 funds tracked by Wall St. Rank hold HDB as of Q4 2023.

  • Baldwin Wealth Partners reported no remaining HDFC Bank position as of Q4 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 5,652 HDFC Bank shares in Q4 2023, an estimated $167K.
  • Baldwin Wealth Partners first reported a position in HDFC Bank in Q3 2018 and held it in 18 quarters.
  • Baldwin Wealth Partners's HDFC Bank position peaked at $331K in Q1 2021.
  • 559 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.