Endurance Wealth Management’s HDFC Bank HDB Stock Holding History

Endurance Wealth Management’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
2022 Q3	–	Sell	-400	Closed	-$11K	–	624
2022 Q2	$11K	Sell	400 -730	-65%	-$20.6K	﹤0.01%	477
2022 Q1	$35K	Hold	1,130	–	–	﹤0.01%	387
2021 Q4	$37K	Hold	1,130	–	–	﹤0.01%	381
2021 Q3	$41K	Hold	1,130	–	–	﹤0.01%	372
2021 Q2	$41K	Hold	1,130	–	–	﹤0.01%	378
2021 Q1	$44K	Buy	1,130 +730	+183%	+$28.6K	0.01%	373
2020 Q4	$14K	Hold	400	–	–	﹤0.01%	458
2020 Q3	$10K	Hold	400	–	–	﹤0.01%	471
2020 Q2	$9K	Hold	400	–	–	﹤0.01%	471
2020 Q1	$8K	Hold	400	–	–	﹤0.01%	446
2019 Q4	$13K	Hold	400	–	–	﹤0.01%	401
2019 Q3	$11K	Buy	+400	New	+$11.4K	﹤0.01%	411

Other funds holding HDB

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

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

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

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

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

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

Endurance Wealth Management's HDB Position: Q3 2022 in Review

Endurance Wealth Management sold out of HDFC Bank (HDB) in Q3 2022, closing a stake of 400 shares — an estimated $11K sold.

Endurance Wealth Management first reported a position in HDB in Q3 2019 and held it in 12 quarters. The position peaked at $44K in Q1 2021. 480 funds tracked by Wall St. Rank hold HDB as of Q3 2022.

Endurance Wealth Management reported no remaining HDFC Bank position as of Q3 2022 after selling out during the quarter.
Endurance Wealth Management sold 400 HDFC Bank shares in Q3 2022, an estimated $11K.
Endurance Wealth Management first reported a position in HDFC Bank in Q3 2019 and held it in 12 quarters.
Endurance Wealth Management's HDFC Bank position peaked at $44K in Q1 2021.
480 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2022.

Based on Endurance Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.