CCP
HSBC icon

Clifford Capital Partners’s HSBC HSBC Stock Holding History

Clifford Capital Partners’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
2024
Q1 		– Sell
-6,017
Closed -$244K – 52
2023
Q4 		$244K Buy
6,017
+80
+1% +$3.1K 0.06% 49
2023
Q3 		$234K Sell
5,937
-21,797
-79% -$859K 0.07% 47
2023
Q2 		$1.1M Buy
+27,734
New +$1.04M 0.32% 32

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clifford Capital Partners's HSBC Position: Q1 2024 in Review

Clifford Capital Partners sold out of HSBC (HSBC) in Q1 2024, closing a stake of 6,017 shares — an estimated $244K sold.

Clifford Capital Partners first reported a position in HSBC in Q2 2023 and held it in 3 quarters. The position peaked at $1.1M in Q2 2023. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

  • Clifford Capital Partners reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
  • Clifford Capital Partners sold 6,017 HSBC shares in Q1 2024, an estimated $244K.
  • Clifford Capital Partners first reported a position in HSBC in Q2 2023 and held it in 3 quarters.
  • Clifford Capital Partners's HSBC position peaked at $1.1M in Q2 2023.
  • 410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Clifford Capital Partners's 13F filing for Q1 2024, filed 7 May 2024.