HL
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Harding Loevner’s HSBC HSBC Stock Holding History

Harding Loevner’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-157
Closed -$4K – 183
2020
Q2 		$4K Sell
157
-16,089
-99% -$400K ﹤0.01% 143
2020
Q1 		$455K Sell
16,246
-4,759,322
-100% -$165M ﹤0.01% 82
2019
Q4 		$187M Buy
4,775,568
+2,582,158
+118% +$97.9M 0.83% 43
2019
Q3 		$83.9M Sell
2,193,410
-152,653
-7% -$5.92M 0.4% 61
2019
Q2 		$97.9M Sell
2,346,063
-185,476
-7% -$7.77M 0.45% 61
2019
Q1 		$98.3M Buy
2,531,539
+151,219
+6% +$6.09M 0.46% 59
2018
Q4 		$94.3M Sell
2,380,320
-267,318
-10% -$10.7M 0.55% 58
2018
Q3 		$111M Sell
2,647,638
-35,167
-1% -$1.52M 0.58% 55
2018
Q2 		$119M Sell
2,682,805
-401
-0% -$18.4K 0.67% 51
2018
Q1 		$119M Buy
2,683,206
+112,570
+4% +$5.36M 0.62% 58
2017
Q4 		$121M Buy
2,570,636
+62,977
+3% +$2.85M 0.69% 55
2017
Q3 		$113M Buy
2,507,659
+113,026
+5% +$5M 0.64% 60
2017
Q2 		$102M Buy
2,394,633
+133,897
+6% +$5.2M 0.62% 60
2017
Q1 		$83.4M Buy
2,260,736
+196,439
+10% +$7.38M 0.54% 59
2016
Q4 		$74.9M Buy
2,064,297
+2,061,994
+89,535% +$73.1M 0.52% 60
2016
Q3 		$78K Buy
2,303
+182
+9% +$5.71K ﹤0.01% 79
2016
Q2 		$59K Buy
2,121
+336
+19% +$9.5K ﹤0.01% 76
2016
Q1 		$49K Hold
1,785
– – ﹤0.01% 80
2015
Q4 		$63K Buy
1,785
+1,741
+3,957% +$61.5K ﹤0.01% 87
2015
Q3 		$1K Buy
+44
New +$1.65K ﹤0.01% 94

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harding Loevner's HSBC Position: Q3 2020 in Review

Harding Loevner sold out of HSBC (HSBC) in Q3 2020, closing a stake of 157 shares — an estimated $4K sold.

Harding Loevner first reported a position in HSBC in Q3 2015 and held it in 20 quarters. The position peaked at $187M in Q4 2019. 237 funds tracked by Wall St. Rank hold HSBC as of Q3 2020.

  • Harding Loevner reported no remaining HSBC position as of Q3 2020 after selling out during the quarter.
  • Harding Loevner sold 157 HSBC shares in Q3 2020, an estimated $4K.
  • Harding Loevner first reported a position in HSBC in Q3 2015 and held it in 20 quarters.
  • Harding Loevner's HSBC position peaked at $187M in Q4 2019.
  • 237 funds tracked by Wall St. Rank held HSBC as of Q3 2020.

Based on Harding Loevner's 13F filing for Q3 2020, filed 16 Nov 2020.