CenterStar Asset Management’s HSBC HSBC Stock Holding History

CenterStar Asset Management’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
2026 Q1	$712K	Buy	+8,632	New	+$731K	0.69%	250
2025 Q3	–	Hold	0	–	–	–	381
2025 Q2	–	Hold	0	–	–	–	360
2024 Q1	–	Hold	0	–	–	–	392
2023 Q4	–	Hold	0	–	–	–	425
2023 Q3	–	Hold	0	–	–	–	447
2023 Q1	–	Hold	0	–	-$141	–	298
2022 Q4	–	Hold	0	–	–	–	210
2022 Q3	–	Hold	0	–	–	–	165
2022 Q2	–	Hold	0	–	–	–	603
2022 Q1	–	Hold	0	–	–	–	487
2021 Q4	–	Hold	0	–	–	–	465
2021 Q3	–	Hold	0	–	–	–	797
2020 Q2	–	Hold	0	–	-$23K	–	873
2020 Q1	–	Hold	0	–	–	–	501
2019 Q1	–	Hold	0	–	-$46K	–	546
2018 Q4	–	Hold	0	–	–	–	210
2018 Q3	–	Hold	0	–	–	–	62
2018 Q2	–	Hold	0	–	-$58K	–	1092
2018 Q1	–	Hold	0	–	–	–	493
2017 Q4	–	Hold	0	–	–	–	980

Other funds holding HSBC

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

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 $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

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

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

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

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

American Century Companies

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