Beacon Capital Management LLC (Tennessee)’s HDFC Bank HDB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-680	Closed	-$26.1K	–	497
2025 Q2	$26.1K	Hold	680	–	–	﹤0.01%	456
2025 Q1	$22.6K	Hold	680	–	–	﹤0.01%	453
2024 Q4	$21.7K	Hold	680	–	–	﹤0.01%	456
2024 Q3	$21.3K	Hold	680	–	–	﹤0.01%	480
2024 Q2	$21.9K	Hold	680	–	–	﹤0.01%	431
2024 Q1	$19K	Buy	680 +50	+8%	+$1.42K	﹤0.01%	463
2023 Q4	$18.6K	Hold	630	–	–	0.01%	395
2023 Q3	$22K	Hold	630	–	–	0.01%	392
2023 Q2	$22K	Hold	630	–	–	0.01%	392
2023 Q1	$21K	Hold	630	–	–	0.01%	354
2022 Q4	$21.5K	Hold	630	–	–	0.01%	357
2022 Q3	$17K	Hold	630	–	–	0.01%	379
2022 Q2	$19K	Hold	630	–	–	﹤0.01%	410
2022 Q1	$19K	Buy	+630	New	+$20.5K	﹤0.01%	410

Other funds holding HDB

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s HDB Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of HDFC Bank (HDB) in Q3 2025, closing a stake of 680 shares — an estimated $26.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HDB in Q1 2022 and held it in 14 quarters. The position peaked at $26.1K in Q2 2025. 638 funds tracked by Wall St. Rank hold HDB as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining HDFC Bank position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 680 HDFC Bank shares in Q3 2025, an estimated $26.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in HDFC Bank in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s HDFC Bank position peaked at $26.1K in Q2 2025.
638 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.