Bluefin Capital Management’s HSBC HSBC Stock Holding History

Bluefin Capital Management’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-27,800	Closed	-$194K	–	425
2020 Q1	$194K	Buy	+27,800	New	+$966K	0.03%	254
2019 Q2	–	Sell	-71,036	Closed	-$20K	–	397
2019 Q1	$20K	Sell	71,036 -108,815	-61%	-$4.38M	﹤0.01%	332
2018 Q4	$28K	Buy	+179,851	New	+$7.2M	﹤0.01%	348
2014 Q4	–	Sell	-34,817	Closed	-$7K	–	788
2014 Q3	$7K	Buy	+34,817	New	+$1.59M	﹤0.01%	874

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bluefin Capital Management's HSBC Position: Q1 2022 in Review

Bluefin Capital Management sold out of HSBC (HSBC) in Q1 2022, closing a stake of 6,664 shares — an estimated $201K sold.

Bluefin Capital Management first reported a position in HSBC in Q2 2014 and held it in 13 quarters. The position peaked at $1M in Q1 2019. 295 funds tracked by Wall St. Rank hold HSBC as of Q1 2022.

Bluefin Capital Management reported no remaining HSBC position as of Q1 2022 after selling out during the quarter.
Bluefin Capital Management sold 6,664 HSBC shares in Q1 2022, an estimated $201K.
Bluefin Capital Management first reported a position in HSBC in Q2 2014 and held it in 13 quarters.
Bluefin Capital Management's HSBC position peaked at $1M in Q1 2019.
295 funds tracked by Wall St. Rank held HSBC as of Q1 2022.

Based on Bluefin Capital Management's 13F filing for Q1 2022, filed 16 May 2022.