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Caldwell Trust’s HDFC Bank HDB Stock Holding History

Caldwell Trust’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
2021
Q2 		– Sell
-268
Closed -$10.4K – 744
2021
Q1 		$10.4K Hold
268
– – ﹤0.01% 627
2020
Q4 		$9.68K Hold
268
– – ﹤0.01% 627
2020
Q3 		$6.7K Hold
268
– – ﹤0.01% 644
2020
Q2 		$6.09K Hold
268
– – ﹤0.01% 676
2020
Q1 		$5.15K Hold
268
– – ﹤0.01% 694
2019
Q4 		$8.49K Buy
+268
New +$8.16K ﹤0.01% 697

Other funds holding HDB

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Caldwell Trust's HDB Position: Q2 2021 in Review

Caldwell Trust sold out of HDFC Bank (HDB) in Q2 2021, closing a stake of 268 shares — an estimated $10.4K sold.

Caldwell Trust first reported a position in HDB in Q4 2019 and held it in 6 quarters. The position peaked at $10.4K in Q1 2021. 524 funds tracked by Wall St. Rank hold HDB as of Q2 2021.

  • Caldwell Trust reported no remaining HDFC Bank position as of Q2 2021 after selling out during the quarter.
  • Caldwell Trust sold 268 HDFC Bank shares in Q2 2021, an estimated $10.4K.
  • Caldwell Trust first reported a position in HDFC Bank in Q4 2019 and held it in 6 quarters.
  • Caldwell Trust's HDFC Bank position peaked at $10.4K in Q1 2021.
  • 524 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2021.

Based on Caldwell Trust's 13F filing for Q2 2021, filed 2 Oct 2025.