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Bartlett & Co Wealth Management’s HDFC Bank HDB Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q3 		– Sell
-22
Closed -$804 – 993
2021
Q2 		$804 Hold
22
– – ﹤0.01% 979
2021
Q1 		$855 Hold
22
– – ﹤0.01% 999
2020
Q4 		$795 Buy
+22
New +$702 ﹤0.01% 1088

Other funds holding HDB

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WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Bartlett & Co Wealth Management's HDB Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of HDFC Bank (HDB) in Q3 2021, closing a stake of 22 shares — an estimated $804 sold.

Bartlett & Co Wealth Management first reported a position in HDB in Q4 2020 and held it in 3 quarters. The position peaked at $855 in Q1 2021. 513 funds tracked by Wall St. Rank hold HDB as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining HDFC Bank position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 22 HDFC Bank shares in Q3 2021, an estimated $804.
  • Bartlett & Co Wealth Management first reported a position in HDFC Bank in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's HDFC Bank position peaked at $855 in Q1 2021.
  • 513 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.