Disciplined Investments’s HSBC HSBC Stock Holding History

Disciplined Investments’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
2020 Q4	–	Sell	-36	Closed	-$1K	–	352
2020 Q3	$1K	Buy	+36	New	+$789	﹤0.01%	375

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Disciplined Investments's HSBC Position: Q4 2020 in Review

Disciplined Investments sold out of HSBC (HSBC) in Q4 2020, closing a stake of 36 shares — an estimated $1K sold.

Disciplined Investments first reported a position in HSBC in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 269 funds tracked by Wall St. Rank hold HSBC as of Q4 2020.

Disciplined Investments reported no remaining HSBC position as of Q4 2020 after selling out during the quarter.
Disciplined Investments sold 36 HSBC shares in Q4 2020, an estimated $1K.
Disciplined Investments first reported a position in HSBC in Q3 2020 and held it in 1 quarter.
Disciplined Investments's HSBC position peaked at $1K in Q3 2020.
269 funds tracked by Wall St. Rank held HSBC as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.