Bank Julius Baer & Co’s HSBC HSBC Stock Holding History

Bank Julius Baer & Co’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
2022 Q1	–	Sell	-273	Closed	-$8K	–	676
2021 Q4	$8K	Buy	+273	New	+$7.97K	﹤0.01%	793
2021 Q3	–	Sell	-277	Closed	-$8K	–	830
2021 Q2	$8K	Buy	+277	New	+$8.46K	﹤0.01%	787
2021 Q1	–	Sell	-270	Closed	-$7K	–	852
2020 Q4	$7K	Buy	+270	New	+$6.42K	﹤0.01%	775

Other funds holding HSBC

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank Julius Baer & Co's HSBC Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of HSBC (HSBC) in Q1 2022, closing a stake of 273 shares — an estimated $8K sold.

Bank Julius Baer & Co first reported a position in HSBC in Q4 2020 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 295 funds tracked by Wall St. Rank hold HSBC as of Q1 2022.

Bank Julius Baer & Co reported no remaining HSBC position as of Q1 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 273 HSBC shares in Q1 2022, an estimated $8K.
Bank Julius Baer & Co first reported a position in HSBC in Q4 2020 and held it in 3 quarters.
Bank Julius Baer & Co's HSBC position peaked at $8K in Q4 2021.
295 funds tracked by Wall St. Rank held HSBC as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.