Cumberland Partners’s HDFC Bank HDB Stock Holding History

Cumberland Partners’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
2023 Q3	–	Sell	-30,000	Closed	-$1.05M	–	182
2023 Q2	$1.05M	Buy	30,000 +8,000	+36%	+$270K	0.1%	118
2023 Q1	$733K	Sell	22,000 -13,000	-37%	-$435K	0.07%	120
2022 Q4	$1.2M	Hold	35,000	–	–	0.13%	94
2022 Q3	$1.02M	Buy	35,000 +3,000	+9%	+$92.2K	0.11%	99
2022 Q2	$879K	Buy	32,000 +3,500	+12%	+$98.7K	0.08%	113
2022 Q1	$874K	Sell	28,500 -97,832	-77%	-$3.18M	0.07%	121
2021 Q4	$4.11M	Sell	126,332 -39,750	-24%	-$1.39M	0.29%	73
2021 Q3	$6.07M	Sell	166,082 -200	-0.1%	-$7.42K	0.5%	57
2021 Q2	$6.08M	Buy	166,282 +3,000	+2%	+$110K	0.48%	57
2021 Q1	$6.34M	Buy	163,282 +3,300	+2%	+$129K	0.52%	55
2020 Q4	$5.78M	Sell	159,982 -5,650	-3%	-$180K	0.52%	58
2020 Q3	$4.14M	Sell	165,632 -2,000	-1%	-$48.5K	0.43%	65
2020 Q2	$3.81M	Sell	167,632 -2,768	-2%	-$56.8K	0.4%	65
2020 Q1	$3.28M	Buy	170,400 +1,160	+0.7%	+$31.2K	0.39%	63
2019 Q4	$5.36M	Sell	169,240 -1,760	-1%	-$53.6K	0.48%	55
2019 Q3	$4.88M	Hold	171,000	–	–	0.47%	57
2019 Q2	$5.56M	Sell	171,000 -2,000	-1%	-$60.3K	0.53%	51
2019 Q1	$5.01M	Buy	173,000 +148,200	+598%	+$3.84M	0.5%	51
2018 Q4	$642K	Hold	24,800	–	–	0.07%	119
2018 Q3	$583K	Hold	24,800	–	–	0.06%	130
2018 Q2	$651K	Buy	+24,800	New	+$619K	0.07%	123

Other funds holding HDB

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International

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

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fiera Capital (Canada)

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

Capital Research Global Investors

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

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