Belpointe Asset Management’s HDFC Bank HDB Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-4,136	Closed	-$138K	–	1733
2023 Q1	$138K	Sell	4,136 -3,304	-44%	-$110K	0.01%	1127
2022 Q4	$254K	Buy	+7,440	New	+$242K	0.02%	785
2020 Q1	–	Sell	-4,216	Closed	-$134K	–	694
2019 Q4	$134K	Buy	4,216 +472	+13%	+$14.4K	0.02%	672
2019 Q3	$107K	Buy	+3,744	New	+$107K	0.02%	654

Other funds holding HDB

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Belpointe Asset Management's HDB Position: Q2 2023 in Review

Belpointe Asset Management sold out of HDFC Bank (HDB) in Q2 2023, closing a stake of 4,136 shares — an estimated $138K sold.

Belpointe Asset Management first reported a position in HDB in Q3 2019 and held it in 4 quarters. The position peaked at $254K in Q4 2022. 535 funds tracked by Wall St. Rank hold HDB as of Q2 2023.

Belpointe Asset Management reported no remaining HDFC Bank position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 4,136 HDFC Bank shares in Q2 2023, an estimated $138K.
Belpointe Asset Management first reported a position in HDFC Bank in Q3 2019 and held it in 4 quarters.
Belpointe Asset Management's HDFC Bank position peaked at $254K in Q4 2022.
535 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.