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Fortis Advisors’s HDFC Bank HDB Stock Holding History

Fortis Advisors’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
Q2 		– Sell
-500
Closed -$19K – 255
2021
Q1 		$19K Buy
+500
New +$19.6K 0.01% 177
2020
Q1 		– Sell
-220
Closed -$7K – 345
2019
Q4 		$7K Hold
220
– – ﹤0.01% 277
2019
Q3 		$6K Hold
220
– – ﹤0.01% 285
2019
Q2 		$7K Hold
220
– – ﹤0.01% 310
2019
Q1 		$6K Hold
220
– – ﹤0.01% 301
2018
Q4 		$6K Hold
220
– – ﹤0.01% 283
2018
Q3 		$5K Hold
220
– – ﹤0.01% 283
2018
Q2 		$6K Hold
220
– – ﹤0.01% 284
2018
Q1 		$5K Buy
+220
New +$5.54K ﹤0.01% 283

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return