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Cedar Wealth Management’s HDFC Bank HDB Stock Holding History

Cedar Wealth Management’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
2024
Q2 		– Sell
-112
Closed -$3.13K – 323
2024
Q1 		$3.13K Buy
+112
New +$3.18K ﹤0.01% 302
2020
Q3 		– Sell
-460
Closed -$10K – 221
2020
Q2 		$10K Hold
460
– – 0.01% 188
2020
Q1 		$9K Buy
+460
New +$12.4K 0.01% 188

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cedar Wealth Management's HDB Position: Q2 2024 in Review

Cedar Wealth Management sold out of HDFC Bank (HDB) in Q2 2024, closing a stake of 112 shares — an estimated $3.13K sold.

Cedar Wealth Management first reported a position in HDB in Q1 2020 and held it in 3 quarters. The position peaked at $10K in Q2 2020. 572 funds tracked by Wall St. Rank hold HDB as of Q2 2024.

  • Cedar Wealth Management reported no remaining HDFC Bank position as of Q2 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 112 HDFC Bank shares in Q2 2024, an estimated $3.13K.
  • Cedar Wealth Management first reported a position in HDFC Bank in Q1 2020 and held it in 3 quarters.
  • Cedar Wealth Management's HDFC Bank position peaked at $10K in Q2 2020.
  • 572 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2024.

Based on Cedar Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.