EAM
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Eagle Asset Management’s HSBC HSBC Stock Holding History

Eagle Asset Management’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
2024
Q3 		$876K Sell
19,494
-7,134
-27% -$309K ﹤0.01% 488
2024
Q2 		$1.17M Sell
26,628
-118
-0.4% -$5.08K 0.01% 501
2024
Q1 		$1.05M Sell
26,746
-415
-2% -$16.2K 0.01% 499
2023
Q4 		$1.1M Sell
27,161
-1,194
-4% -$46.2K 0.01% 482
2023
Q3 		$1.12M Sell
28,355
-816
-3% -$32.2K 0.01% 467
2023
Q2 		$1.16M Sell
29,171
-1,091
-4% -$40.7K 0.01% 464
2023
Q1 		$1.03M Buy
30,262
+941
+3% +$33.8K 0.01% 474
2022
Q4 		$927K Buy
+29,321
New +$832K 0.01% 476
2020
Q1 		– Sell
-11,485
Closed -$448K – 633
2019
Q4 		$448K Buy
11,485
+485
+4% +$18.4K ﹤0.01% 599
2019
Q3 		$420K Buy
11,000
+23
+0.2% +$891 ﹤0.01% 588
2019
Q2 		$458K Sell
10,977
-323
-3% -$13.5K ﹤0.01% 590
2019
Q1 		$453K Sell
11,300
-7,159
-39% -$288K ﹤0.01% 572
2018
Q4 		$731K Sell
18,459
-3,478
-16% -$139K ﹤0.01% 543
2018
Q3 		$919K Buy
21,937
+1,611
+8% +$69.8K ﹤0.01% 555
2018
Q2 		$902K Buy
20,326
+1,685
+9% +$77.3K ﹤0.01% 559
2018
Q1 		$828K Buy
18,641
+1,899
+11% +$90.4K ﹤0.01% 569
2017
Q4 		$796K Buy
16,742
+4,761
+40% +$215K ﹤0.01% 570
2017
Q3 		$537K Buy
11,981
+1,630
+16% +$72.1K ﹤0.01% 571
2017
Q2 		$438K Buy
10,351
+357
+4% +$13.9K ﹤0.01% 589
2017
Q1 		$368K Buy
9,994
+1,465
+17% +$55K ﹤0.01% 609
2016
Q4 		$309K Buy
+8,529
New +$302K ﹤0.01% 603
2016
Q1 		– Sell
-9,650
Closed -$339K – 638
2015
Q4 		$339K Buy
9,650
+2,056
+27% +$72.6K ﹤0.01% 608
2015
Q3 		$256K Buy
+7,594
New +$284K ﹤0.01% 625

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Eagle Asset Management's HSBC Position: Q3 2024 in Review

Eagle Asset Management reduced its HSBC (HSBC) stake by 27% in Q3 2024, selling an estimated $309K and leaving 19,494 shares worth $876K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Eagle Asset Management first reported a position in HSBC in Q3 2015 and has held it in 23 quarters since. The position peaked at $1.17M in Q2 2024. 424 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

  • Eagle Asset Management held 19,494 shares of HSBC worth $876K as of Q3 2024.
  • Eagle Asset Management sold 7,134 HSBC shares in Q3 2024, an estimated $309K.
  • HSBC made up ﹤0.01% of Eagle Asset Management's portfolio in Q3 2024, its #488 holding.
  • Eagle Asset Management first reported a position in HSBC in Q3 2015 and has held it in 23 quarters since.
  • Eagle Asset Management's HSBC position peaked at $1.17M in Q2 2024.
  • 424 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.