First Trust Direct Indexing’s HDFC Bank HDB Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-51,522	Closed	-$1.61M	–	396
2024 Q3	$1.61M	Buy	51,522 +1,264	+3%	+$38.8K	0.09%	241
2024 Q2	$1.62M	Buy	50,258 +6,086	+14%	+$178K	0.1%	206
2024 Q1	$1.24M	Sell	44,172 -16,282	-27%	-$462K	0.09%	250
2023 Q4	$2.03M	Buy	60,454 +25,296	+72%	+$763K	0.18%	121
2023 Q3	$1.04M	Buy	35,158 +10,372	+42%	+$338K	0.12%	189
2023 Q2	$864K	Buy	24,786 +894	+4%	+$30.1K	0.1%	251
2023 Q1	$796K	Buy	23,892 +490	+2%	+$16.4K	0.09%	269
2022 Q4	$800K	Buy	23,402 +9,834	+72%	+$319K	0.11%	257
2022 Q3	$396K	Buy	13,568 +160	+1%	+$4.92K	0.06%	400
2022 Q2	$368K	Hold	13,408	–	–	0.05%	413
2022 Q1	$411K	Buy	13,408 +378	+3%	+$12.3K	0.05%	416
2021 Q4	$424K	Hold	13,030	–	–	0.05%	397
2021 Q3	$476K	Sell	13,030 -4,846	-27%	-$180K	0.07%	361
2021 Q2	$654K	Sell	17,876 -6,986	-28%	-$256K	0.1%	268
2021 Q1	$966K	Sell	24,862 -8	-0%	-$314	0.26%	100
2020 Q4	$899K	Buy	+24,870	New	+$793K	0.24%	98

Other funds holding HDB

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

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

First Trust Direct Indexing's HDB Position: Q4 2024 in Review

First Trust Direct Indexing sold out of HDFC Bank (HDB) in Q4 2024, closing a stake of 51,522 shares — an estimated $1.61M sold.

First Trust Direct Indexing first reported a position in HDB in Q4 2020 and held it in 16 quarters. The position peaked at $2.03M in Q4 2023. 635 funds tracked by Wall St. Rank hold HDB as of Q4 2024.

First Trust Direct Indexing reported no remaining HDFC Bank position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 51,522 HDFC Bank shares in Q4 2024, an estimated $1.61M.
First Trust Direct Indexing first reported a position in HDFC Bank in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's HDFC Bank position peaked at $2.03M in Q4 2023.
635 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.