Berman Capital Advisors’s HDFC Bank HDB Stock Holding History

Berman Capital Advisors’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	$4K	Hold	118	–	–	﹤0.01%	1490
2021 Q2	$4K	Hold	118	–	–	﹤0.01%	1402
2021 Q1	$4K	Hold	118	–	–	﹤0.01%	1338
2020 Q4	$4K	Hold	118	–	–	﹤0.01%	1219
2020 Q3	$2K	Hold	118	–	–	﹤0.01%	1294
2020 Q2	$2K	Sell	118 -34	-22%	-$698	﹤0.01%	1275
2020 Q1	$2K	Buy	152 +52	+52%	+$1.4K	﹤0.01%	1133
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	1103
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	1188
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	1092
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	1092
2018 Q4	$2K	Buy	+100	New	+$2.36K	﹤0.01%	864

Other funds holding HDB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Berman Capital Advisors's HDB Position: Q3 2021 in Review

Berman Capital Advisors held its HDFC Bank (HDB) position steady in Q3 2021 at 118 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Berman Capital Advisors first reported a position in HDB in Q4 2018 and has held it in 12 quarters since. 513 funds tracked by Wall St. Rank hold HDB as of Q3 2021.

Berman Capital Advisors held 118 shares of HDFC Bank worth $4K as of Q3 2021.
Berman Capital Advisors left its HDFC Bank share count unchanged in Q3 2021.
HDFC Bank made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1490 holding.
Berman Capital Advisors first reported a position in HDFC Bank in Q4 2018 and has held it in 12 quarters since.
513 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.