DFPG Investments’s HDFC Bank HDB Stock Holding History

DFPG Investments’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	-5,902	Closed	-$208K	–	600
2023 Q2	$208K	Buy	+5,902	New	+$199K	0.02%	539

Other funds holding HDB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

DFPG Investments's HDB Position: Q3 2023 in Review

DFPG Investments sold out of HDFC Bank (HDB) in Q3 2023, closing a stake of 5,902 shares — an estimated $208K sold.

DFPG Investments first reported a position in HDB in Q2 2023 and held it in 1 quarter. The position peaked at $208K in Q2 2023. 529 funds tracked by Wall St. Rank hold HDB as of Q3 2023.

DFPG Investments reported no remaining HDFC Bank position as of Q3 2023 after selling out during the quarter.
DFPG Investments sold 5,902 HDFC Bank shares in Q3 2023, an estimated $208K.
DFPG Investments first reported a position in HDFC Bank in Q2 2023 and held it in 1 quarter.
DFPG Investments's HDFC Bank position peaked at $208K in Q2 2023.
529 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.