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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Donor Advised Charitable Giving's HDB Position: Q4 2021 in Review

Donor Advised Charitable Giving sold out of HDFC Bank (HDB) in Q4 2021, closing a stake of 5,900 shares — an estimated $216K sold.

Donor Advised Charitable Giving first reported a position in HDB in Q2 2019 and held it in 10 quarters. The position peaked at $622K in Q1 2021. 507 funds tracked by Wall St. Rank hold HDB as of Q4 2021.

Donor Advised Charitable Giving reported no remaining HDFC Bank position as of Q4 2021 after selling out during the quarter.
Donor Advised Charitable Giving sold 5,900 HDFC Bank shares in Q4 2021, an estimated $216K.
Donor Advised Charitable Giving first reported a position in HDFC Bank in Q2 2019 and held it in 10 quarters.
Donor Advised Charitable Giving's HDFC Bank position peaked at $622K in Q1 2021.
507 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2021.

Based on Donor Advised Charitable Giving's 13F filing for Q4 2021, filed 19 Jan 2022.