DACG
HDB icon

Donor Advised Charitable Giving’s HDFC Bank HDB Stock Holding History

Donor Advised Charitable Giving’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
2021
Q4 		– Sell
-5,900
Closed -$216K – 52
2021
Q3 		$216K Sell
5,900
-10,120
-63% -$375K 0.04% 46
2021
Q2 		$586K Hold
16,020
– – 0.07% 81
2021
Q1 		$622K Hold
16,020
– – 0.06% 77
2020
Q4 		$579K Hold
16,020
– – 0.08% 77
2020
Q3 		$400K Hold
16,020
– – 0.12% 34
2020
Q2 		$364K Hold
16,020
– – 0.14% 30
2020
Q1 		$308K Hold
16,020
– – 0.16% 30
2019
Q4 		$508K Buy
16,020
+2,160
+16% +$65.8K 0.27% 21
2019
Q3 		$395K Hold
13,860
– – 0.31% 29
2019
Q2 		$451K Buy
+13,860
New +$418K 0.36% 24

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return