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Bollard Group’s HSBC HSBC Stock Holding History

Bollard Group’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
2023
Q3 		– Sell
-201
Closed -$8K – 517
2023
Q2 		$8K Buy
+201
New +$7.5K ﹤0.01% 319
2019
Q3 		– Sell
-37,584
Closed -$1.57M – 244
2019
Q2 		$1.57M Buy
37,584
+496
+1% +$20.8K 0.05% 124
2019
Q1 		$1.49M Sell
37,088
-928
-2% -$37.4K 0.06% 122
2018
Q4 		$1.51M Hold
38,016
– – 0.07% 118
2018
Q3 		$1.59M Buy
38,016
+381
+1% +$16.5K 0.06% 114
2018
Q2 		$1.67M Buy
37,635
+399
+1% +$18.3K 0.08% 111
2018
Q1 		$1.66M Sell
37,236
-775
-2% -$36.9K 0.08% 112
2017
Q4 		$1.79M Buy
38,011
+381
+1% +$17.2K 0.09% 105
2017
Q3 		$1.7M Buy
37,630
+797
+2% +$35.3K 0.09% 111
2017
Q2 		$1.56M Buy
36,833
+520
+1% +$20.2K 0.08% 121
2017
Q1 		$1.34M Hold
36,313
– – 0.08% 125
2016
Q4 		$1.32M Buy
36,313
+467
+1% +$16.6K 0.09% 122
2016
Q3 		$1.22M Buy
35,846
+536
+2% +$16.8K 0.08% 126
2016
Q2 		$985K Buy
35,310
+1,684
+5% +$47.6K 0.07% 135
2016
Q1 		$932K Hold
33,626
– – 0.08% 129
2015
Q4 		$1.18M Buy
33,626
+798
+2% +$28.2K 0.1% 116
2015
Q3 		$1.11M Buy
32,828
+5,504
+20% +$206K 0.09% 130
2015
Q2 		$1.09M Buy
27,324
+217
+0.8% +$9.04K 0.08% 127
2015
Q1 		$1.02M Buy
27,107
+15,501
+134% +$604K 0.08% 140
2014
Q4 		$472K Buy
+11,606
New +$495K 0.04% 156

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bollard Group's HSBC Position: Q3 2023 in Review

Bollard Group sold out of HSBC (HSBC) in Q3 2023, closing a stake of 201 shares — an estimated $8K sold.

Bollard Group first reported a position in HSBC in Q4 2014 and held it in 20 quarters. The position peaked at $1.79M in Q4 2017. 374 funds tracked by Wall St. Rank hold HSBC as of Q3 2023.

  • Bollard Group reported no remaining HSBC position as of Q3 2023 after selling out during the quarter.
  • Bollard Group sold 201 HSBC shares in Q3 2023, an estimated $8K.
  • Bollard Group first reported a position in HSBC in Q4 2014 and held it in 20 quarters.
  • Bollard Group's HSBC position peaked at $1.79M in Q4 2017.
  • 374 funds tracked by Wall St. Rank held HSBC as of Q3 2023.

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