Equitable Trust’s HDFC Bank HDB Stock Holding History

Equitable Trust’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	-163,680	Closed	-$5.98M	–	380
2021 Q3	$5.98M	Sell	163,680 -484	-0.3%	-$17.9K	0.38%	67
2021 Q2	$6M	Sell	164,164 -59,078	-26%	-$2.16M	0.38%	66
2021 Q1	$8.67M	Sell	223,242 -32,496	-13%	-$1.27M	0.65%	42
2020 Q4	$9.24M	Buy	255,738 +80,038	+46%	+$2.55M	0.69%	43
2020 Q3	$4.39M	Sell	175,700 -6,116	-3%	-$148K	0.37%	72
2020 Q2	$4.13M	Sell	181,816 -1,176	-0.6%	-$24.1K	0.38%	69
2020 Q1	$3.52M	Buy	182,992 +6,094	+3%	+$164K	0.39%	74
2019 Q4	$5.61M	Buy	176,898 +87,380	+98%	+$2.66M	0.55%	56
2019 Q3	$2.55M	Sell	89,518 -90,790	-50%	-$2.58M	0.27%	94
2019 Q2	$5.86M	Sell	180,308 -6,608	-4%	-$199K	0.62%	46
2019 Q1	$5.42M	Sell	186,916 -1,160	-0.6%	-$30.1K	0.63%	45
2018 Q4	$4.87M	Sell	188,076 -4,192	-2%	-$99.1K	0.64%	46
2018 Q3	$4.52M	Sell	192,268 -1,748	-0.9%	-$44.6K	0.53%	57
2018 Q2	$5.09M	Buy	+194,016	New	+$4.85M	0.64%	48

Other funds holding HDB

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return