Capstone Investment Advisors’s HSBC HSBC Stock Holding History

Capstone Investment Advisors’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
2022 Q2	–	Sell	-47,600	Closed	-$1.63M	–	1959
2022 Q1	$1.63M	Sell	47,600 -47,600	-50%	-$1.64M	﹤0.01%	1147
2021 Q4	$2.87M	Buy	+95,200	New	+$2.78M	﹤0.01%	1002
2021 Q1	–	Sell	-57,300	Closed	-$1.49M	–	1798
2020 Q4	$1.49M	Buy	+57,300	New	+$1.36M	0.01%	959
2019 Q4	–	Sell	-274,400	Closed	-$10.5M	–	1414
2019 Q3	$10.5M	Buy	+274,400	New	+$10.6M	0.07%	278
2018 Q4	–	Sell	-368,549	Closed	-$15.4M	–	1301
2018 Q3	$15.4M	Buy	+368,549	New	+$16M	0.18%	98
2016 Q3	–	Sell	-948,068	Closed	-$26.4M	–	813
2016 Q2	$26.4M	Buy	+948,068	New	+$26.8M	0.51%	42
2014 Q1	–	Sell	-17,408	Closed	-$826K	–	452
2013 Q4	$826K	Sell	17,408 -10,446	-38%	-$495K	0.01%	409
2013 Q3	$1.3M	Buy	+27,854	New	+$1.32M	0.01%	399

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capstone Investment Advisors's HSBC Position: Q3 2023 in Review

Capstone Investment Advisors sold out of HSBC (HSBC) in Q3 2023, closing a stake of 6,433 shares — an estimated $255K sold.

Capstone Investment Advisors first reported a position in HSBC in Q3 2013 and held it in 5 quarters. The position peaked at $60.3M in Q2 2016. 374 funds tracked by Wall St. Rank hold HSBC as of Q3 2023.

Capstone Investment Advisors reported no remaining HSBC position as of Q3 2023 after selling out during the quarter.
Capstone Investment Advisors sold 6,433 HSBC shares in Q3 2023, an estimated $255K.
Capstone Investment Advisors first reported a position in HSBC in Q3 2013 and held it in 5 quarters.
Capstone Investment Advisors's HSBC position peaked at $60.3M in Q2 2016.
374 funds tracked by Wall St. Rank held HSBC as of Q3 2023.

Based on Capstone Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.