Gradient Investments’s HDFC Bank HDB Stock Holding History

Gradient Investments’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 Q3	–	Sell	-704	Closed	-$22.6K	–	736
2024 Q2	$22.6K	Hold	704	–	–	﹤0.01%	620
2024 Q1	$19.7K	Hold	704	–	–	﹤0.01%	547
2023 Q4	$23.6K	Hold	704	–	–	﹤0.01%	675
2023 Q3	$20.8K	Hold	704	–	–	﹤0.01%	674
2023 Q2	$24.5K	Sell	704 -104	-13%	-$3.51K	﹤0.01%	652
2023 Q1	$26.9K	Buy	808 +104	+15%	+$3.48K	﹤0.01%	617
2022 Q4	$24.1K	Sell	704 -68	-9%	-$2.21K	﹤0.01%	660
2022 Q3	$23K	Buy	772 +68	+10%	+$2.09K	﹤0.01%	639
2022 Q2	$19K	Hold	704	–	–	﹤0.01%	655
2022 Q1	$22K	Hold	704	–	–	﹤0.01%	626
2021 Q4	$23K	Hold	704	–	–	﹤0.01%	630
2021 Q3	$26K	Hold	704	–	–	﹤0.01%	600
2021 Q2	$26K	Hold	704	–	–	﹤0.01%	584
2021 Q1	$27K	Hold	704	–	–	﹤0.01%	576
2020 Q4	$18K	Hold	704	–	–	﹤0.01%	591
2020 Q3	$18K	Hold	704	–	–	﹤0.01%	595
2020 Q2	$16K	Sell	704 -24	-3%	-$493	﹤0.01%	568
2020 Q1	$14K	Buy	728 +24	+3%	+$646	﹤0.01%	584
2019 Q4	$22K	Hold	704	–	–	﹤0.01%	555
2019 Q3	$20K	Hold	704	–	–	﹤0.01%	524
2019 Q2	$23K	Buy	+704	New	+$21.2K	﹤0.01%	495
2018 Q1	–	Sell	-84	Closed	-$2K	–	1073
2017 Q4	$2K	Buy	+84	New	+$2.01K	﹤0.01%	816

Other funds holding HDB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

SGA

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Gradient Investments's HDB Position: Q3 2024 in Review

Gradient Investments sold out of HDFC Bank (HDB) in Q3 2024, closing a stake of 704 shares — an estimated $22.6K sold.

Gradient Investments first reported a position in HDB in Q4 2017 and held it in 22 quarters. The position peaked at $27K in Q1 2021. 600 funds tracked by Wall St. Rank hold HDB as of Q3 2024.

Gradient Investments reported no remaining HDFC Bank position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 704 HDFC Bank shares in Q3 2024, an estimated $22.6K.
Gradient Investments first reported a position in HDFC Bank in Q4 2017 and held it in 22 quarters.
Gradient Investments's HDFC Bank position peaked at $27K in Q1 2021.
600 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.