HBC Financial Services’s Vodafone VOD Stock Holding History

HBC Financial Services’s Portfolio VOD Stock Details VOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,000	Closed	-$325K	–	208
2023 Q3	$325K	Sell	2,000 -3,871	-66%	-$36.7K	0.24%	21
2023 Q2	$74K	Hold	5,871	–	–	0.05%	54
2023 Q1	$85K	Hold	5,871	–	–	0.06%	48
2022 Q4	$60K	Sell	5,871 -1,850	-24%	-$20.8K	0.05%	53
2022 Q3	$88K	Sell	7,721 -863	-10%	-$12K	0.07%	40
2022 Q2	$120K	Hold	8,584	–	–	0.09%	37
2022 Q1	$170K	Buy	8,584 +6,060	+240%	+$103K	0.12%	29
2021 Q4	$360K	Buy	2,524 +164	+7%	+$2.5K	0.23%	22
2021 Q3	$328K	Buy	2,360 +2,359	+235,900%	+$39K	0.22%	22
2021 Q2	$0	Sell	1 -139	-99%	-$2.6K	﹤0.01%	203
2021 Q1	$2.61K	Hold	140	–	–	﹤0.01%	157
2020 Q4	$2K	Hold	140	–	–	﹤0.01%	147
2020 Q3	$2K	Hold	140	–	–	﹤0.01%	149
2020 Q2	$2K	Hold	140	–	–	﹤0.01%	147
2020 Q1	$1K	Hold	140	–	–	﹤0.01%	146
2019 Q4	$3K	Buy	+140	New	+$2.79K	﹤0.01%	153

Other funds holding VOD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

HBC Financial Services's VOD Position: Q4 2023 in Review

HBC Financial Services sold out of Vodafone (VOD) in Q4 2023, closing a stake of 2,000 shares — an estimated $325K sold.

HBC Financial Services first reported a position in VOD in Q4 2019 and held it in 16 quarters. The position peaked at $360K in Q4 2021. 515 funds tracked by Wall St. Rank hold VOD as of Q4 2023.

HBC Financial Services reported no remaining Vodafone position as of Q4 2023 after selling out during the quarter.
HBC Financial Services sold 2,000 Vodafone shares in Q4 2023, an estimated $325K.
HBC Financial Services first reported a position in Vodafone in Q4 2019 and held it in 16 quarters.
HBC Financial Services's Vodafone position peaked at $360K in Q4 2021.
515 funds tracked by Wall St. Rank held Vodafone as of Q4 2023.

Based on HBC Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.