Caldwell & Orkin’s HDFC Bank HDB Stock Holding History

Caldwell & Orkin’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
2017 Q3	$2.73M	Buy	113,500 +46,040	+68%	+$1.09M	2.78%	9
2017 Q2	$1.47M	Sell	67,460 -85,200	-56%	-$1.78M	1.82%	21
2017 Q1	$2.87M	Buy	152,660 +93,060	+156%	+$1.62M	1.6%	19
2016 Q4	$904K	Sell	59,600 -2,000	-3%	-$33.5K	0.57%	60
2016 Q3	$1.11M	Sell	61,600 -103,600	-63%	-$1.82M	0.76%	40
2016 Q2	$2.74M	Hold	165,200	–	–	1.19%	37
2016 Q1	$2.54M	Sell	165,200 -4,000	-2%	-$57.1K	1.03%	40
2015 Q4	$2.61M	Buy	169,200 +88,400	+109%	+$1.34M	0.95%	43
2015 Q3	$1.23M	Buy	80,800 +77,000	+2,026%	+$1.16M	0.78%	41
2015 Q2	$58K	Sell	3,800 -248,400	-98%	-$3.61M	0.03%	76
2015 Q1	$3.71M	Buy	252,200 +88,600	+54%	+$1.29M	2.08%	10
2014 Q4	$2.08M	Buy	+163,600	New	+$2.06M	1.17%	34

Other funds holding HDB

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Caldwell & Orkin's HDB Position: Q3 2017 in Review

Caldwell & Orkin increased its HDFC Bank (HDB) stake by 68% in Q3 2017, buying an estimated $1.09M and bringing the position to 113,500 shares worth $2.73M. The position accounts for 2.78% of the portfolio, ranked #9.

Caldwell & Orkin first reported a position in HDB in Q4 2014 and has held it in 12 quarters since. The position peaked at $3.71M in Q1 2015. 344 funds tracked by Wall St. Rank hold HDB as of Q3 2017.

Caldwell & Orkin held 113,500 shares of HDFC Bank worth $2.73M as of Q3 2017.
Caldwell & Orkin bought 46,040 HDFC Bank shares in Q3 2017, an estimated $1.09M.
HDFC Bank made up 2.78% of Caldwell & Orkin's portfolio in Q3 2017, its #9 holding.
Caldwell & Orkin first reported a position in HDFC Bank in Q4 2014 and has held it in 12 quarters since.
Caldwell & Orkin's HDFC Bank position peaked at $3.71M in Q1 2015.
344 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.