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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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Equitable Trust's HDB Position: Q4 2021 in Review

Equitable Trust sold out of HDFC Bank (HDB) in Q4 2021, closing a stake of 163,680 shares — an estimated $5.98M sold.

Equitable Trust first reported a position in HDB in Q2 2018 and held it in 14 quarters. The position peaked at $9.24M in Q4 2020. 507 funds tracked by Wall St. Rank hold HDB as of Q4 2021.

  • Equitable Trust reported no remaining HDFC Bank position as of Q4 2021 after selling out during the quarter.
  • Equitable Trust sold 163,680 HDFC Bank shares in Q4 2021, an estimated $5.98M.
  • Equitable Trust first reported a position in HDFC Bank in Q2 2018 and held it in 14 quarters.
  • Equitable Trust's HDFC Bank position peaked at $9.24M in Q4 2020.
  • 507 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2021.

Based on Equitable Trust's 13F filing for Q4 2021, filed 31 Jan 2022.