Carlson Capital’s HSBC HSBC Stock Holding History

Carlson Capital’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
2013 Q3	–	Sell	-224,337	Closed	-$10M	–	290
2013 Q2	$10M	Buy	+224,337	New	+$10.5M	0.12%	225

Other funds holding HSBC

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Carlson Capital's HSBC Position: Q2 2021 in Review

Carlson Capital sold out of HSBC (HSBC) in Q2 2021, closing a stake of 169,800 shares — an estimated $4.95M sold.

Carlson Capital first reported a position in HSBC in Q2 2019 and held it in 4 quarters. The position peaked at $62.1M in Q2 2019. 260 funds tracked by Wall St. Rank hold HSBC as of Q2 2021.

Carlson Capital reported no remaining HSBC position as of Q2 2021 after selling out during the quarter.
Carlson Capital sold 169,800 HSBC shares in Q2 2021, an estimated $4.95M.
Carlson Capital first reported a position in HSBC in Q2 2019 and held it in 4 quarters.
Carlson Capital's HSBC position peaked at $62.1M in Q2 2019.
260 funds tracked by Wall St. Rank held HSBC as of Q2 2021.

Based on Carlson Capital's 13F filing for Q2 2021, filed 13 Aug 2021.