Hazlett, Burt & Watson’s HSBC HSBC Stock Holding History

Hazlett, Burt & Watson’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
2025 Q2	–	Sell	-51	Closed	-$3K	–	818
2025 Q1	$3K	Hold	51	–	–	﹤0.01%	693
2024 Q4	$3K	Buy	51 +2	+4%	+$93	﹤0.01%	664
2024 Q3	$2K	Hold	49	–	–	﹤0.01%	680
2024 Q2	$2K	Buy	49 +3	+7%	+$129	﹤0.01%	659
2024 Q1	$2K	Hold	46	–	–	﹤0.01%	651
2023 Q4	$2K	Hold	46	–	–	﹤0.01%	625
2023 Q3	$2K	Buy	+46	New	+$1.81K	﹤0.01%	642

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Hazlett, Burt & Watson's HSBC Position: Q2 2025 in Review

Hazlett, Burt & Watson sold out of HSBC (HSBC) in Q2 2025, closing a stake of 51 shares — an estimated $3K sold.

Hazlett, Burt & Watson first reported a position in HSBC in Q3 2023 and held it in 7 quarters. The position peaked at $3K in Q1 2025. 512 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

Hazlett, Burt & Watson reported no remaining HSBC position as of Q2 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 51 HSBC shares in Q2 2025, an estimated $3K.
Hazlett, Burt & Watson first reported a position in HSBC in Q3 2023 and held it in 7 quarters.
Hazlett, Burt & Watson's HSBC position peaked at $3K in Q1 2025.
512 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2025, filed 25 Jul 2025.