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Generation Investment Management’s HDFC Bank HDB Stock Holding History

Generation Investment Management’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
2013
Q4 		– Sell
-414,000
Closed -$3.19M – 26
2013
Q3 		$3.19M Hold
414,000
– – 0.06% 27
2013
Q2 		$3.75M Buy
+414,000
New +$4.09M 0.07% 29

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Generation Investment Management's HDB Position: Q4 2013 in Review

Generation Investment Management sold out of HDFC Bank (HDB) in Q4 2013, closing a stake of 414,000 shares — an estimated $3.19M sold.

Generation Investment Management first reported a position in HDB in Q2 2013 and held it in 2 quarters. The position peaked at $3.75M in Q2 2013. 214 funds tracked by Wall St. Rank hold HDB as of Q4 2013.

  • Generation Investment Management reported no remaining HDFC Bank position as of Q4 2013 after selling out during the quarter.
  • Generation Investment Management sold 414,000 HDFC Bank shares in Q4 2013, an estimated $3.19M.
  • Generation Investment Management first reported a position in HDFC Bank in Q2 2013 and held it in 2 quarters.
  • Generation Investment Management's HDFC Bank position peaked at $3.75M in Q2 2013.
  • 214 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2013.

Based on Generation Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.