Ellis Investment Partners’s HSBC HSBC Stock Holding History

Ellis Investment Partners’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
2022 Q4	–	Sell	-45	Closed	-$1K	–	425
2022 Q3	$1K	Buy	+45	New	+$1.4K	﹤0.01%	754
2022 Q2	–	Sell	-11	Closed	–	–	801
2022 Q1	$0	Buy	+11	New	+$379	﹤0.01%	825
2020 Q2	–	Sell	-78	Closed	-$1K	–	726
2020 Q1	$1K	Buy	+78	New	+$2.71K	﹤0.01%	676

Other funds holding HSBC

Jane Street New York $777B AUM 61.18% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Ellis Investment Partners's HSBC Position: Q4 2022 in Review

Ellis Investment Partners sold out of HSBC (HSBC) in Q4 2022, closing a stake of 45 shares — an estimated $1K sold.

Ellis Investment Partners first reported a position in HSBC in Q1 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 314 funds tracked by Wall St. Rank hold HSBC as of Q4 2022.

Ellis Investment Partners reported no remaining HSBC position as of Q4 2022 after selling out during the quarter.
Ellis Investment Partners sold 45 HSBC shares in Q4 2022, an estimated $1K.
Ellis Investment Partners first reported a position in HSBC in Q1 2020 and held it in 3 quarters.
Ellis Investment Partners's HSBC position peaked at $1K in Q3 2022.
314 funds tracked by Wall St. Rank held HSBC as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.