Bollard Group’s HDFC Bank HDB Stock Holding History

Bollard Group’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 Q3	–	Sell	-358	Closed	-$12K	–	512
2023 Q2	$12K	Buy	+358	New	+$12.1K	﹤0.01%	283
2022 Q1	–	Sell	-5,828	Closed	-$190K	–	434
2021 Q4	$190K	Hold	5,828	–	–	0.01%	240
2021 Q3	$213K	Buy	5,828 +18	+0.3%	+$668	0.01%	227
2021 Q2	$212K	Hold	5,810	–	–	0.01%	219
2021 Q1	$226K	Hold	5,810	–	–	0.01%	208
2020 Q4	$210K	Hold	5,810	–	–	0.01%	200
2020 Q3	$145K	Hold	5,810	–	–	0.01%	216
2020 Q2	$132K	Buy	+5,810	New	+$119K	0.01%	224

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Bollard Group's HDB Position: Q3 2023 in Review

Bollard Group sold out of HDFC Bank (HDB) in Q3 2023, closing a stake of 358 shares — an estimated $12K sold.

Bollard Group first reported a position in HDB in Q2 2020 and held it in 8 quarters. The position peaked at $226K in Q1 2021. 529 funds tracked by Wall St. Rank hold HDB as of Q3 2023.

Bollard Group reported no remaining HDFC Bank position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 358 HDFC Bank shares in Q3 2023, an estimated $12K.
Bollard Group first reported a position in HDFC Bank in Q2 2020 and held it in 8 quarters.
Bollard Group's HDFC Bank position peaked at $226K in Q1 2021.
529 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.