GA
HDB icon

Geller Advisors’s HDFC Bank HDB Stock Holding History

Geller 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
2024
Q4 		$792K Hold
24,800
– – 0.05% 82
2024
Q3 		$776K Sell
24,800
-10
-0% -$307 0.05% 94
2024
Q2 		$798K Buy
24,810
+7,608
+44% +$223K 0.06% 94
2024
Q1 		$481K Buy
17,202
+1,004
+6% +$28.5K 0.04% 150
2023
Q4 		$544K Buy
+16,198
New +$489K 0.05% 116
2020
Q2 		– Sell
-11,322
Closed -$218K – 90
2020
Q1 		$218K Buy
+11,322
New +$305K 0.06% 60

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
GQG Partners
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geller Advisors's HDB Position: Q4 2024 in Review

Geller Advisors held its HDFC Bank (HDB) position steady in Q4 2024 at 24,800 shares worth $792K. The position accounts for 0.05% of the portfolio, ranked #82.

Geller Advisors first reported a position in HDB in Q1 2020 and has held it in 6 quarters since. The position peaked at $798K in Q2 2024. 632 funds tracked by Wall St. Rank hold HDB as of Q4 2024.

  • Geller Advisors held 24,800 shares of HDFC Bank worth $792K as of Q4 2024.
  • Geller Advisors left its HDFC Bank share count unchanged in Q4 2024.
  • HDFC Bank made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #82 holding.
  • Geller Advisors first reported a position in HDFC Bank in Q1 2020 and has held it in 6 quarters since.
  • Geller Advisors's HDFC Bank position peaked at $798K in Q2 2024.
  • 632 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.