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Evergreen Private Wealth’s HDFC Bank HDB Stock Holding History

Evergreen Private Wealth’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
2024
Q1 		– Sell
-216
Closed -$7.25K – 218
2023
Q4 		$7.25K Buy
+216
New +$6.52K ﹤0.01% 181

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Evergreen Private Wealth's HDB Position: Q1 2024 in Review

Evergreen Private Wealth sold out of HDFC Bank (HDB) in Q1 2024, closing a stake of 216 shares — an estimated $7.25K sold.

Evergreen Private Wealth first reported a position in HDB in Q4 2023 and held it in 1 quarter. The position peaked at $7.25K in Q4 2023. 567 funds tracked by Wall St. Rank hold HDB as of Q1 2024.

  • Evergreen Private Wealth reported no remaining HDFC Bank position as of Q1 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 216 HDFC Bank shares in Q1 2024, an estimated $7.25K.
  • Evergreen Private Wealth first reported a position in HDFC Bank in Q4 2023 and held it in 1 quarter.
  • Evergreen Private Wealth's HDFC Bank position peaked at $7.25K in Q4 2023.
  • 567 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2024.

Based on Evergreen Private Wealth's 13F filing for Q1 2024, filed 17 Apr 2024.