Carroll Financial Associates’s HDFC Bank HDB Stock Holding History

Carroll Financial Associates’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 Q4	$8K	Sell	262 -12	-4%	-$420	﹤0.01%	1220
2021 Q3	$10K	Buy	274 +12	+5%	+$445	﹤0.01%	1212
2021 Q2	$9K	Hold	262	–	–	﹤0.01%	1316
2021 Q1	$10K	Hold	262	–	–	﹤0.01%	1205
2020 Q4	$9K	Hold	262	–	–	﹤0.01%	1136
2020 Q3	$6K	Hold	262	–	–	﹤0.01%	1153
2020 Q2	$5K	Hold	262	–	–	﹤0.01%	1191
2020 Q1	$5K	Hold	262	–	–	﹤0.01%	1129
2019 Q4	$8K	Sell	262 -42	-14%	-$1.28K	﹤0.01%	1129
2019 Q3	$8K	Sell	304 -240	-44%	-$6.83K	﹤0.01%	1072
2019 Q2	$17K	Buy	544 +116	+27%	+$3.5K	﹤0.01%	870
2019 Q1	$12K	Buy	428 +124	+41%	+$3.22K	﹤0.01%	889
2018 Q4	$7K	Hold	304	–	–	﹤0.01%	950
2018 Q3	$7K	Hold	304	–	–	﹤0.01%	990
2018 Q2	$7K	Hold	304	–	–	﹤0.01%	942
2018 Q1	$7K	Hold	304	–	–	﹤0.01%	924
2017 Q4	$7K	Hold	304	–	–	﹤0.01%	921
2017 Q3	$7K	Hold	304	–	–	﹤0.01%	896
2017 Q2	$6K	Buy	+304	New	+$6.35K	﹤0.01%	941

Other funds holding HDB

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carroll Financial Associates's HDB Position: Q4 2021 in Review

Carroll Financial Associates reduced its HDFC Bank (HDB) stake by 4.4% in Q4 2021, selling an estimated $420 and leaving 262 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Carroll Financial Associates first reported a position in HDB in Q2 2017 and has held it in 19 quarters since. The position peaked at $17K in Q2 2019. 507 funds tracked by Wall St. Rank hold HDB as of Q4 2021.

Carroll Financial Associates held 262 shares of HDFC Bank worth $8K as of Q4 2021.
Carroll Financial Associates sold 12 HDFC Bank shares in Q4 2021, an estimated $420.
HDFC Bank made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1220 holding.
Carroll Financial Associates first reported a position in HDFC Bank in Q2 2017 and has held it in 19 quarters since.
Carroll Financial Associates's HDFC Bank position peaked at $17K in Q2 2019.
507 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.