Bison Wealth’s HDFC Bank HDB Stock Holding History

Bison Wealth’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 Q2	–	Sell	-8,706	Closed	-$338K	–	472
2021 Q1	$338K	Sell	8,706 -4,112	-32%	-$161K	0.14%	172
2020 Q4	$463K	Buy	+12,818	New	+$409K	0.22%	111

Other funds holding HDB

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bison Wealth's HDB Position: Q2 2021 in Review

Bison Wealth sold out of HDFC Bank (HDB) in Q2 2021, closing a stake of 8,706 shares — an estimated $338K sold.

Bison Wealth first reported a position in HDB in Q4 2020 and held it in 2 quarters. The position peaked at $463K in Q4 2020. 522 funds tracked by Wall St. Rank hold HDB as of Q2 2021.

Bison Wealth reported no remaining HDFC Bank position as of Q2 2021 after selling out during the quarter.
Bison Wealth sold 8,706 HDFC Bank shares in Q2 2021, an estimated $338K.
Bison Wealth first reported a position in HDFC Bank in Q4 2020 and held it in 2 quarters.
Bison Wealth's HDFC Bank position peaked at $463K in Q4 2020.
522 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2021.

Based on Bison Wealth's 13F filing for Q2 2021, filed 2 Aug 2021.