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Bourgeon Capital Management’s HDFC Bank HDB Stock Holding History

Bourgeon Capital Management’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
Q1 		– Sell
-256
Closed -$8.76K – 349
2022
Q4 		$8.76K Hold
256
– – ﹤0.01% 242
2022
Q3 		$7K Buy
+256
New +$7.87K ﹤0.01% 232

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Fidelity International
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HL
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bourgeon Capital Management's HDB Position: Q1 2023 in Review

Bourgeon Capital Management sold out of HDFC Bank (HDB) in Q1 2023, closing a stake of 256 shares — an estimated $8.76K sold.

Bourgeon Capital Management first reported a position in HDB in Q3 2022 and held it in 2 quarters. The position peaked at $8.76K in Q4 2022. 520 funds tracked by Wall St. Rank hold HDB as of Q1 2023.

  • Bourgeon Capital Management reported no remaining HDFC Bank position as of Q1 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 256 HDFC Bank shares in Q1 2023, an estimated $8.76K.
  • Bourgeon Capital Management first reported a position in HDFC Bank in Q3 2022 and held it in 2 quarters.
  • Bourgeon Capital Management's HDFC Bank position peaked at $8.76K in Q4 2022.
  • 520 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.