Eaton Financial Holdings’s HSBC HSBC Stock Holding History

Eaton Financial Holdings’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 Q1	–	Sell	-20,112	Closed	-$815K	–	111
2023 Q4	$815K	Sell	20,112 -79	-0.4%	-$3.06K	0.2%	102
2023 Q3	$797K	Buy	+20,191	New	+$796K	0.21%	98

Other funds holding HSBC

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eaton Financial Holdings's HSBC Position: Q1 2024 in Review

Eaton Financial Holdings sold out of HSBC (HSBC) in Q1 2024, closing a stake of 20,112 shares — an estimated $815K sold.

Eaton Financial Holdings first reported a position in HSBC in Q3 2023 and held it in 2 quarters. The position peaked at $815K in Q4 2023. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

Eaton Financial Holdings reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
Eaton Financial Holdings sold 20,112 HSBC shares in Q1 2024, an estimated $815K.
Eaton Financial Holdings first reported a position in HSBC in Q3 2023 and held it in 2 quarters.
Eaton Financial Holdings's HSBC position peaked at $815K in Q4 2023.
410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.