Contravisory Investment Management’s HSBC HSBC Stock Holding History

Contravisory Investment 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 Q2	$448K	Buy	4,714 +46	+1%	+$4.2K	0.08%	156
2026 Q1	$385K	Sell	4,668 -376	-7%	-$31.8K	0.08%	155
2025 Q4	$397K	Sell	5,044 -140	-3%	-$10K	0.08%	163
2025 Q3	$368K	Buy	5,184 +212	+4%	+$13.8K	0.07%	183
2025 Q2	$302K	Buy	4,972 +210	+4%	+$12K	0.06%	197
2025 Q1	$273K	Buy	4,762 +138	+3%	+$7.54K	0.06%	201
2024 Q4	$229K	Sell	4,624 -24	-0.5%	-$1.11K	0.05%	209
2024 Q3	$210K	Buy	4,648 +101	+2%	+$4.38K	0.04%	213
2024 Q2	$198K	Buy	4,547 +207	+5%	+$8.91K	0.04%	211
2024 Q1	$171K	Sell	4,340 -26	-0.6%	-$1.01K	0.04%	214
2023 Q4	$177K	Buy	+4,366	New	+$169K	0.04%	206
2018 Q2	–	Sell	-1,364	Closed	-$61K	–	347
2018 Q1	$61K	Buy	1,364 +214	+19%	+$10.2K	0.02%	205
2017 Q4	$54K	Buy	1,150 +647	+129%	+$29.3K	0.02%	208
2017 Q3	$23K	Buy	+503	New	+$22.2K	0.01%	222
2017 Q2	–	Sell	-337	Closed	-$12K	–	195
2017 Q1	$12K	Buy	+337	New	+$12.7K	﹤0.01%	210

Other funds holding HSBC

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return